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 | $242,121 | $138,044+75.4% | $125,339+93.2% | $134,475+80.0% |
| Participation rate | 73.7% | 84.5%-10.8pp | 82.4%-8.7pp | 81.2%-7.5pp |
| Annual return | -16.99% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $9,690 | $5,243+84.8% | $4,814+101.3% | $4,740+104.5% |
| Participant deferral / active EE | $11,773 | $7,799+51.0% | $7,446+58.1% | $6,400+84.0% |
| Admin fee / account holder | $4,045 | $11,571-65.0% | $10,010-59.6% | $11,426-64.6% |