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 | $100,724 | $84,402+19.3% | $61,373+64.1% | $134,475-25.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.10% | 584.55%-600.6pp | 338.61%-354.7pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,417 | $1,544-8.3% | $1,159+22.2% | $4,740-70.1% |
| Participant deferral / active EE | $18,833 | $2,819+568.1% | $2,125+786.3% | $6,400+194.3% |
| Admin fee / account holder | $2,447 | $2,585-5.3% | $2,130+14.9% | $11,426-78.6% |