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 | $181,114 | $135,635+33.5% | $110,238+64.3% | $135,375+33.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.46% | 513.19%-517.7pp | 314.74%-319.2pp | 519.73%-524.2pp |
| Employer contribution / active EE | $14,132 | $4,906+188.0% | $3,826+269.3% | $4,779+195.7% |
| Participant deferral / active EE | $10,957 | $5,506+99.0% | $4,672+134.5% | $5,609+95.4% |
| Admin fee / account holder | $3,852 | $11,457-66.4% | $8,547-54.9% | $10,827-64.4% |