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 | $28,285 | $92,703-69.5% | $82,719-65.8% | $134,475-79.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.89% | 944.92%-965.8pp | 701.18%-722.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $6,500 | $3,274+98.5% | $3,009+116.0% | $4,740+37.1% |
| Participant deferral / active EE | $4,305 | $4,802-10.4% | $4,395-2.1% | $6,400-32.7% |
| Admin fee / account holder | $2,332 | $5,983-61.0% | $5,329-56.2% | $11,426-79.6% |