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 | $57,151 | $138,065-58.6% | $123,544-53.7% | $135,375-57.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.66% | 153.68%-160.3pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,796 | $5,151-65.1% | $4,628-61.2% | $4,779-62.4% |
| Participant deferral / active EE | $3,047 | $6,799-55.2% | $6,426-52.6% | $5,609-45.7% |
| Admin fee / account holder | $821 | $10,916-92.5% | $9,284-91.2% | $10,827-92.4% |