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 | $76,167 | $160,055-52.4% | $140,016-45.6% | $135,375-43.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.41% | 911.38%-917.8pp | 651.12%-657.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,800 | $6,420-40.8% | $5,606-32.2% | $4,779-20.5% |
| Participant deferral / active EE | $4,499 | $7,642-41.1% | $6,927-35.1% | $5,609-19.8% |
| Admin fee / account holder | $800 | $13,328-94.0% | $10,705-92.5% | $10,827-92.6% |