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 | $50,134 | $135,635-63.0% | $110,238-54.5% | $135,375-63.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.19% | 513.19%-518.4pp | 314.74%-319.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $9,060 | $4,906+84.7% | $3,826+136.8% | $4,779+89.6% |
| Participant deferral / active EE | $5,883 | $5,506+6.8% | $4,672+25.9% | $5,609+4.9% |
| Admin fee / account holder | $873 | $11,457-92.4% | $8,547-89.8% | $10,827-91.9% |