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 | $58,727 | $95,971-38.8% | $74,550-21.2% | $135,375-56.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.92% | 56.96%-64.9pp | 32.53%-40.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,529 | $2,716-43.7% | $1,961-22.0% | $4,779-68.0% |
| Participant deferral / active EE | $7,957 | $3,843+107.0% | $3,108+156.0% | $5,609+41.9% |
| Admin fee / account holder | $3,124 | $6,522-52.1% | $5,060-38.3% | $10,827-71.1% |