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 | $118,699 | $97,757+21.4% | $83,848+41.6% | $135,375-12.3% |
| Participation rate | 95.8% | 80.0%+15.9pp | 76.1%+19.7pp | 82.6%+13.2pp |
| Annual return | -4.81% | 1287.37%-1292.2pp | 850.88%-855.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $10,909 | $4,222+158.4% | $3,631+200.5% | $4,779+128.3% |
| Participant deferral / active EE | $8,448 | $4,682+80.4% | $4,082+107.0% | $5,609+50.6% |
| Admin fee / account holder | $26,259 | $6,674+293.5% | $5,478+379.3% | $10,827+142.5% |