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 6-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 | $57,607 | $138,044-58.3% | $125,339-54.0% | $134,475-57.2% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -19.11% | 750.33%-769.4pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $8,492 | $5,243+62.0% | $4,814+76.4% | $4,740+79.2% |
| Participant deferral / active EE | $10,458 | $7,799+34.1% | $7,446+40.4% | $6,400+63.4% |
| Admin fee / account holder | $433 | $11,571-96.3% | $10,010-95.7% | $11,426-96.2% |