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 | $36,697 | $90,600-59.5% | $79,464-53.8% | $135,375-72.9% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | -3.45% | 977.43%-980.9pp | 718.14%-721.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $6,285 | $3,068+104.9% | $2,800+124.4% | $4,779+31.5% |
| Participant deferral / active EE | $5,025 | $4,050+24.1% | $3,704+35.7% | $5,609-10.4% |
| Admin fee / account holder | $393 | $5,907-93.4% | $5,113-92.3% | $10,827-96.4% |