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 | $46,215 | $135,635-65.9% | $110,238-58.1% | $135,375-65.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.10% | 513.19%-521.3pp | 314.74%-322.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,379 | $4,906-31.1% | $3,826-11.7% | $4,779-29.3% |
| Participant deferral / active EE | $7,232 | $5,506+31.3% | $4,672+54.8% | $5,609+28.9% |
| Admin fee / account holder | $1,026 | $11,457-91.0% | $8,547-88.0% | $10,827-90.5% |