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 | $28,082 | $138,044-79.7% | $125,339-77.6% | $134,475-79.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.95% | 750.33%-751.3pp | 572.05%-573.0pp | 417.96%-418.9pp |
| Employer contribution / active EE | $6,368 | $5,243+21.5% | $4,814+32.3% | $4,740+34.4% |
| Participant deferral / active EE | $15,472 | $7,799+98.4% | $7,446+107.8% | $6,400+141.8% |
| Admin fee / account holder | $3,291 | $11,571-71.6% | $10,010-67.1% | $11,426-71.2% |