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 | $104,598 | $92,703+12.8% | $82,719+26.4% | $134,475-22.2% |
| Participation rate | 95.5% | 75.2%+20.3pp | 72.6%+22.9pp | 81.2%+14.2pp |
| Annual return | -16.94% | 944.92%-961.9pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,093 | $3,274-36.1% | $3,009-30.4% | $4,740-55.8% |
| Participant deferral / active EE | $5,820 | $4,802+21.2% | $4,395+32.4% | $6,400-9.1% |
| Admin fee / account holder | $969 | $5,983-83.8% | $5,329-81.8% | $11,426-91.5% |