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 | $167,885 | $135,635+23.8% | $110,238+52.3% | $135,375+24.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.21% | 513.19%-517.4pp | 314.74%-319.0pp | 519.73%-523.9pp |
| Employer contribution / active EE | $11,887 | $4,906+142.3% | $3,826+210.6% | $4,779+148.7% |
| Participant deferral / active EE | $8,620 | $5,506+56.5% | $4,672+84.5% | $5,609+53.7% |
| Admin fee / account holder | $1,449 | $11,457-87.4% | $8,547-83.1% | $10,827-86.6% |