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 | $58,523 | $147,727-60.4% | $115,756-49.4% | $134,475-56.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -19.50% | 73.96%-93.5pp | 143.14%-162.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $4,956 | $4,713+5.2% | $3,793+30.7% | $4,740+4.6% |
| Participant deferral / active EE | $9,331 | $7,563+23.4% | $6,254+49.2% | $6,400+45.8% |
| Admin fee / account holder | $13,783 | $14,571-5.4% | $8,124+69.7% | $11,426+20.6% |