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 | $217,614 | $197,825+10.0% | $155,790+39.7% | $125,391+73.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.07% | 86.74%-86.8pp | 71.54%-71.6pp | 282.22%-282.3pp |
| Employer contribution / active EE | $3,103 | $4,847-36.0% | $3,836-19.1% | $4,866-36.2% |
| Participant deferral / active EE | $7,189 | $5,630+27.7% | $4,797+49.9% | $5,352+34.3% |
| Admin fee / account holder | $2,917 | $9,545-69.4% | $7,478-61.0% | $9,540-69.4% |