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 5-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 | $194,550 | $138,044+40.9% | $125,339+55.2% | $134,475+44.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.05% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $14,240 | $5,243+171.6% | $4,814+195.8% | $4,740+200.4% |
| Participant deferral / active EE | $9,200 | $7,799+18.0% | $7,446+23.5% | $6,400+43.7% |
| Admin fee / account holder | $1,390 | $11,571-88.0% | $10,010-86.1% | $11,426-87.8% |