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 | $127,026 | $138,065-8.0% | $123,544+2.8% | $135,375-6.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.41% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $16,325 | $5,151+216.9% | $4,628+252.8% | $4,779+241.6% |
| Participant deferral / active EE | $13,867 | $6,799+104.0% | $6,426+115.8% | $5,609+147.2% |
| Admin fee / account holder | $33,329 | $10,916+205.3% | $9,284+259.0% | $10,827+207.8% |