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 | $21,616 | $138,044-84.3% | $125,339-82.8% | $134,475-83.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.80% | 750.33%-768.1pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,426 | $5,243-53.7% | $4,814-49.6% | $4,740-48.8% |
| Participant deferral / active EE | $6,003 | $7,799-23.0% | $7,446-19.4% | $6,400-6.2% |
| Admin fee / account holder | $673 | $11,571-94.2% | $10,010-93.3% | $11,426-94.1% |