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 | $43,905 | $97,757-55.1% | $83,848-47.6% | $135,375-67.6% |
| Participation rate | 95.8% | 80.0%+15.9pp | 76.1%+19.7pp | 82.6%+13.2pp |
| Annual return | -6.38% | 1287.37%-1293.7pp | 850.88%-857.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $7,162 | $4,222+69.6% | $3,631+97.3% | $4,779+49.9% |
| Participant deferral / active EE | $3,720 | $4,682-20.6% | $4,082-8.9% | $5,609-33.7% |
| Admin fee / account holder | $4,703 | $6,674-29.5% | $5,478-14.2% | $10,827-56.6% |