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 | $82,411 | $138,044-40.3% | $125,339-34.2% | $134,475-38.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.22% | 750.33%-769.5pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $5,050 | $5,243-3.7% | $4,814+4.9% | $4,740+6.5% |
| Participant deferral / active EE | $10,580 | $7,799+35.7% | $7,446+42.1% | $6,400+65.3% |
| Admin fee / account holder | $870 | $11,571-92.5% | $10,010-91.3% | $11,426-92.4% |