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 | $78,962 | $95,971-17.7% | $74,550+5.9% | $135,375-41.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -0.50% | 56.96%-57.5pp | 32.53%-33.0pp | 519.73%-520.2pp |
| Employer contribution / active EE | $5,526 | $2,716+103.5% | $1,961+181.8% | $4,779+15.6% |
| Participant deferral / active EE | $1,434 | $3,843-62.7% | $3,108-53.9% | $5,609-74.4% |
| Admin fee / account holder | $11,503 | $6,522+76.4% | $5,060+127.4% | $10,827+6.2% |