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 | $93,924 | $92,703+1.3% | $82,719+13.5% | $134,475-30.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -16.04% | 944.92%-961.0pp | 701.18%-717.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,552 | $3,274+39.0% | $3,009+51.3% | $4,740-4.0% |
| Participant deferral / active EE | $7,116 | $4,802+48.2% | $4,395+61.9% | $6,400+11.2% |
| Admin fee / account holder | $358 | $5,983-94.0% | $5,329-93.3% | $11,426-96.9% |