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 | $219,004 | $152,509+43.6% | $117,472+86.4% | $134,475+62.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.10% | 52.99%-69.1pp | 29.74%-45.8pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,608 | $5,571-17.3% | $4,176+10.3% | $4,740-2.8% |
| Participant deferral / active EE | $6,259 | $4,818+29.9% | $4,070+53.8% | $6,400-2.2% |
| Admin fee / account holder | $2,612 | $7,004-62.7% | $5,645-53.7% | $11,426-77.1% |