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 | $123,928 | $138,044-10.2% | $125,339-1.1% | $134,475-7.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.89% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $7,455 | $5,243+42.2% | $4,814+54.9% | $4,740+57.3% |
| Participant deferral / active EE | $6,800 | $7,799-12.8% | $7,446-8.7% | $6,400+6.3% |
| Admin fee / account holder | $4,685 | $11,571-59.5% | $10,010-53.2% | $11,426-59.0% |