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 | $153,036 | $180,449-15.2% | $154,107-0.7% | $135,375+13.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.99% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,809 | $6,035-36.9% | $5,298-28.1% | $4,779-20.3% |
| Participant deferral / active EE | $5,714 | $5,806-1.6% | $5,081+12.5% | $5,609+1.9% |
| Admin fee / account holder | $625 | $16,143-96.1% | $13,411-95.3% | $10,827-94.2% |