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 8-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 | $104,322 | $190,805-45.3% | $159,960-34.8% | $134,475-22.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.99% | 552.23%-569.2pp | 408.60%-425.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $49,512 | $4,995+891.2% | $4,226+1071.7% | $4,740+944.6% |
| Participant deferral / active EE | $15,333 | $6,923+121.5% | $6,182+148.0% | $6,400+139.6% |
| Admin fee / account holder | $1,360 | $10,471-87.0% | $8,698-84.4% | $11,426-88.1% |