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 | $105,978 | $138,065-23.2% | $123,544-14.2% | $135,375-21.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.75% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,441 | $5,151-52.6% | $4,628-47.2% | $4,779-48.9% |
| Participant deferral / active EE | $7,859 | $6,799+15.6% | $6,426+22.3% | $5,609+40.1% |
| Admin fee / account holder | $43,939 | $10,916+302.5% | $9,284+373.3% | $10,827+305.8% |