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 | $132,154 | $97,757+35.2% | $83,848+57.6% | $135,375-2.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.18% | 1287.37%-1292.5pp | 850.88%-856.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $14,369 | $4,222+240.4% | $3,631+295.8% | $4,779+200.7% |
| Participant deferral / active EE | $10,216 | $4,682+118.2% | $4,082+150.3% | $5,609+82.1% |
| Admin fee / account holder | $2,925 | $6,674-56.2% | $5,478-46.6% | $10,827-73.0% |