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 9-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 | $86,439 | $92,703-6.8% | $82,719+4.5% | $134,475-35.7% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -17.17% | 944.92%-962.1pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,852 | $3,274-12.9% | $3,009-5.2% | $4,740-39.8% |
| Participant deferral / active EE | $9,675 | $4,802+101.5% | $4,395+120.1% | $6,400+51.2% |
| Admin fee / account holder | $1,136 | $5,983-81.0% | $5,329-78.7% | $11,426-90.1% |