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 | $232,560 | $190,805+21.9% | $159,960+45.4% | $134,475+72.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.01% | 552.23%-572.2pp | 408.60%-428.6pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,183 | $4,995-36.3% | $4,226-24.7% | $4,740-32.8% |
| Participant deferral / active EE | $11,094 | $6,923+60.3% | $6,182+79.4% | $6,400+73.4% |
| Admin fee / account holder | $1,672 | $10,471-84.0% | $8,698-80.8% | $11,426-85.4% |