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 | $103,343 | $160,055-35.4% | $140,016-26.2% | $135,375-23.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.09% | 911.38%-920.5pp | 651.12%-660.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $13,491 | $6,420+110.1% | $5,606+140.7% | $4,779+182.3% |
| Participant deferral / active EE | $10,605 | $7,642+38.8% | $6,927+53.1% | $5,609+89.1% |
| Admin fee / account holder | $490 | $13,328-96.3% | $10,705-95.4% | $10,827-95.5% |