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 | $125,909 | $135,635-7.2% | $110,238+14.2% | $135,375-7.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.53% | 513.19%-517.7pp | 314.74%-319.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,514 | $4,906-48.8% | $3,826-34.3% | $4,779-47.4% |
| Participant deferral / active EE | $9,401 | $5,506+70.7% | $4,672+101.2% | $5,609+67.6% |
| Admin fee / account holder | $4,123 | $11,457-64.0% | $8,547-51.8% | $10,827-61.9% |