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 | $40,265 | $84,402-52.3% | $61,373-34.4% | $134,475-70.1% |
| Participation rate | 86.7% | 62.2%+24.5pp | 52.6%+34.1pp | 81.2%+5.4pp |
| Annual return | -13.90% | 584.55%-598.4pp | 338.61%-352.5pp | 417.96%-431.9pp |
| Employer contribution / active EE | $5,009 | $1,544+224.3% | $1,159+332.0% | $4,740+5.7% |
| Participant deferral / active EE | $4,153 | $2,819+47.3% | $2,125+95.4% | $6,400-35.1% |
| Admin fee / account holder | $357 | $2,585-86.2% | $2,130-83.2% | $11,426-96.9% |