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 | $150,928 | $82,630+82.7% | $64,105+135.4% | $125,391+20.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.39% | 1489.72%-1489.3pp | 791.24%-790.9pp | 282.22%-281.8pp |
| Employer contribution / active EE | $5,014 | $2,671+87.7% | $1,820+175.5% | $4,866+3.1% |
| Participant deferral / active EE | $9,600 | $3,608+166.0% | $2,822+240.2% | $5,352+79.4% |
| Admin fee / account holder | $6,218 | $6,382-2.6% | $4,499+38.2% | $9,540-34.8% |