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 6-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 | $28,015 | $147,727-81.0% | $115,756-75.8% | $134,475-79.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -13.94% | 73.96%-87.9pp | 143.14%-157.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $9,260 | $4,713+96.5% | $3,793+144.2% | $4,740+95.4% |
| Participant deferral / active EE | $8,028 | $7,563+6.2% | $6,254+28.4% | $6,400+25.4% |
| Admin fee / account holder | $4,672 | $14,571-67.9% | $8,124-42.5% | $11,426-59.1% |