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 | $160,677 | $92,703+73.3% | $82,719+94.2% | $134,475+19.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.01% | 944.92%-956.9pp | 701.18%-713.2pp | 417.96%-430.0pp |
| Employer contribution / active EE | $11,574 | $3,274+253.5% | $3,009+284.7% | $4,740+144.2% |
| Participant deferral / active EE | $8,297 | $4,802+72.8% | $4,395+88.8% | $6,400+29.6% |
| Admin fee / account holder | $4,356 | $5,983-27.2% | $5,329-18.2% | $11,426-61.9% |