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 | $91,261 | $99,640-8.4% | $86,436+5.6% | $134,475-32.1% |
| Participation rate | 72.7% | 82.0%-9.3pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -15.64% | 6782.58%-6798.2pp | 4394.89%-4410.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,475 | $4,400-43.7% | $3,769-34.3% | $4,740-47.8% |
| Participant deferral / active EE | $5,500 | $7,246-24.1% | $6,952-20.9% | $6,400-14.1% |
| Admin fee / account holder | $36,752 | $8,371+339.0% | $6,731+446.0% | $11,426+221.7% |