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 | $139,380 | $97,757+42.6% | $83,848+66.2% | $135,375+3.0% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -7.11% | 1287.37%-1294.5pp | 850.88%-858.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $11,885 | $4,222+181.5% | $3,631+227.3% | $4,779+148.7% |
| Participant deferral / active EE | $7,738 | $4,682+65.3% | $4,082+89.6% | $5,609+38.0% |
| Admin fee / account holder | $2,960 | $6,674-55.6% | $5,478-46.0% | $10,827-72.7% |