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 | $215,991 | $138,044+56.5% | $125,339+72.3% | $134,475+60.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.80% | 750.33%-766.1pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $4,703 | $5,243-10.3% | $4,814-2.3% | $4,740-0.8% |
| Participant deferral / active EE | $12,216 | $7,799+56.6% | $7,446+64.1% | $6,400+90.9% |
| Admin fee / account holder | $3,774 | $11,571-67.4% | $10,010-62.3% | $11,426-67.0% |