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 8-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 | $103,804 | $160,055-35.1% | $140,016-25.9% | $135,375-23.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.46% | 911.38%-916.8pp | 651.12%-656.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $29,864 | $6,420+365.2% | $5,606+432.7% | $4,779+524.9% |
| Participant deferral / active EE | $30,547 | $7,642+299.7% | $6,927+341.0% | $5,609+444.6% |
| Admin fee / account holder | $11,247 | $13,328-15.6% | $10,705+5.1% | $10,827+3.9% |