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 | $68,814 | $135,635-49.3% | $110,238-37.6% | $135,375-49.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.64% | 513.19%-519.8pp | 314.74%-321.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $4,439 | $4,906-9.5% | $3,826+16.0% | $4,779-7.1% |
| Participant deferral / active EE | $7,605 | $5,506+38.1% | $4,672+62.8% | $5,609+35.6% |
| Admin fee / account holder | $745 | $11,457-93.5% | $8,547-91.3% | $10,827-93.1% |