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 | $117,809 | $180,449-34.7% | $154,107-23.6% | $135,375-13.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.27% | 888.09%-892.4pp | 735.12%-739.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $8,443 | $6,035+39.9% | $5,298+59.4% | $4,779+76.7% |
| Participant deferral / active EE | $5,209 | $5,806-10.3% | $5,081+2.5% | $5,609-7.1% |
| Admin fee / account holder | $4,647 | $16,143-71.2% | $13,411-65.4% | $10,827-57.1% |