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 | $181,481 | $180,449+0.6% | $154,107+17.8% | $135,375+34.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.85% | 888.09%-889.9pp | 735.12%-737.0pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,359 | $6,035-60.9% | $5,298-55.5% | $4,779-50.6% |
| Participant deferral / active EE | $7,630 | $5,806+31.4% | $5,081+50.2% | $5,609+36.0% |
| Admin fee / account holder | $27,755 | $16,143+71.9% | $13,411+107.0% | $10,827+156.3% |