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 | $52,517 | $104,106-49.6% | $71,086-26.1% | $135,375-61.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -5.86% | 1256.30%-1262.2pp | 650.59%-656.4pp | 519.73%-525.6pp |
| Employer contribution / active EE | $7,604 | $1,485+412.1% | $1,088+599.1% | $4,779+59.1% |
| Participant deferral / active EE | $1,422 | $2,527-43.7% | $1,874-24.1% | $5,609-74.6% |
| Admin fee / account holder | $401 | $4,142-90.3% | $3,082-87.0% | $10,827-96.3% |