See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,487 | $190,805-45.2% | $159,960-34.7% | $134,475-22.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.62% | 552.23%-571.9pp | 408.60%-428.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $16,302 | $4,995+226.3% | $4,226+285.8% | $4,740+243.9% |
| Participant deferral / active EE | $4,186 | $6,923-39.5% | $6,182-32.3% | $6,400-34.6% |
| Admin fee / account holder | $23,186 | $10,471+121.4% | $8,698+166.6% | $11,426+102.9% |