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 | $211,288 | $92,703+127.9% | $82,719+155.4% | $134,475+57.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.85% | 944.92%-959.8pp | 701.18%-716.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $4,502 | $3,274+37.5% | $3,009+49.6% | $4,740-5.0% |
| Participant deferral / active EE | $13,238 | $4,802+175.7% | $4,395+201.2% | $6,400+106.8% |
| Admin fee / account holder | $525 | $5,983-91.2% | $5,329-90.2% | $11,426-95.4% |