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 | $166,953 | $135,635+23.1% | $110,238+51.4% | $135,375+23.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.87% | 513.19%-521.1pp | 314.74%-322.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,583 | $4,906-47.4% | $3,826-32.5% | $4,779-45.9% |
| Participant deferral / active EE | $14,000 | $5,506+154.2% | $4,672+199.7% | $5,609+149.6% |
| Admin fee / account holder | $554 | $11,457-95.2% | $8,547-93.5% | $10,827-94.9% |