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 9-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 | $46,991 | $160,055-70.6% | $140,016-66.4% | $135,375-65.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.49% | 911.38%-915.9pp | 651.12%-655.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,372 | $6,420-78.6% | $5,606-75.5% | $4,779-71.3% |
| Participant deferral / active EE | $3,108 | $7,642-59.3% | $6,927-55.1% | $5,609-44.6% |
| Admin fee / account holder | $524 | $13,328-96.1% | $10,705-95.1% | $10,827-95.2% |