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 | $143,179 | $180,449-20.7% | $154,107-7.1% | $135,375+5.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.32% | 888.09%-891.4pp | 735.12%-738.4pp | 519.73%-523.1pp |
| Employer contribution / active EE | $16,527 | $6,035+173.9% | $5,298+212.0% | $4,779+245.8% |
| Participant deferral / active EE | $11,745 | $5,806+102.3% | $5,081+131.2% | $5,609+109.4% |
| Admin fee / account holder | $409 | $16,143-97.5% | $13,411-97.0% | $10,827-96.2% |