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 | $25,403 | $138,065-81.6% | $123,544-79.4% | $135,375-81.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.07% | 153.68%-154.8pp | 119.20%-120.3pp | 519.73%-520.8pp |
| Employer contribution / active EE | $1,680 | $5,151-67.4% | $4,628-63.7% | $4,779-64.8% |
| Participant deferral / active EE | $4,638 | $6,799-31.8% | $6,426-27.8% | $5,609-17.3% |
| Admin fee / account holder | $1,063 | $10,916-90.3% | $9,284-88.6% | $10,827-90.2% |