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 | $219,992 | $160,055+37.4% | $140,016+57.1% | $135,375+62.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.94% | 911.38%-916.3pp | 651.12%-656.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $5,916 | $6,420-7.9% | $5,606+5.5% | $4,779+23.8% |
| Participant deferral / active EE | $20,814 | $7,642+172.4% | $6,927+200.5% | $5,609+271.1% |
| Admin fee / account holder | $324 | $13,328-97.6% | $10,705-97.0% | $10,827-97.0% |