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 | $67,474 | $90,600-25.5% | $79,464-15.1% | $135,375-50.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.26% | 977.43%-984.7pp | 718.14%-725.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $11,255 | $3,068+266.9% | $2,800+301.9% | $4,779+135.5% |
| Participant deferral / active EE | $9,638 | $4,050+138.0% | $3,704+160.2% | $5,609+71.8% |
| Admin fee / account holder | $1,064 | $5,907-82.0% | $5,113-79.2% | $10,827-90.2% |