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 | $95,745 | $190,805-49.8% | $159,960-40.1% | $134,475-28.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.61% | 552.23%-565.8pp | 408.60%-422.2pp | 417.96%-431.6pp |
| Employer contribution / active EE | $4,445 | $4,995-11.0% | $4,226+5.2% | $4,740-6.2% |
| Participant deferral / active EE | $8,705 | $6,923+25.7% | $6,182+40.8% | $6,400+36.0% |
| Admin fee / account holder | $6,071 | $10,471-42.0% | $8,698-30.2% | $11,426-46.9% |