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 | $111,153 | $92,703+19.9% | $82,719+34.4% | $134,475-17.3% |
| Participation rate | 78.6% | 75.2%+3.4pp | 72.6%+6.0pp | 81.2%-2.7pp |
| Annual return | -8.70% | 944.92%-953.6pp | 701.18%-709.9pp | 417.96%-426.7pp |
| Employer contribution / active EE | $11,387 | $3,274+247.8% | $3,009+278.4% | $4,740+140.2% |
| Participant deferral / active EE | $8,775 | $4,802+82.7% | $4,395+99.7% | $6,400+37.1% |
| Admin fee / account holder | $2,686 | $5,983-55.1% | $5,329-49.6% | $11,426-76.5% |