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 | $211,572 | $90,600+133.5% | $79,464+166.2% | $135,375+56.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.82% | 977.43%-985.3pp | 718.14%-726.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $12,318 | $3,068+301.5% | $2,800+339.9% | $4,779+157.8% |
| Participant deferral / active EE | $15,468 | $4,050+281.9% | $3,704+317.6% | $5,609+175.8% |
| Admin fee / account holder | $3,460 | $5,907-41.4% | $5,113-32.3% | $10,827-68.0% |