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 | $90,427 | $160,055-43.5% | $140,016-35.4% | $135,375-33.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.80% | 911.38%-916.2pp | 651.12%-655.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,026 | $6,420-68.5% | $5,606-63.9% | $4,779-57.6% |
| Participant deferral / active EE | $3,111 | $7,642-59.3% | $6,927-55.1% | $5,609-44.5% |
| Admin fee / account holder | $72,072 | $13,328+440.8% | $10,705+573.2% | $10,827+565.7% |