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 | $233,431 | $97,757+138.8% | $83,848+178.4% | $135,375+72.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.39% | 1287.37%-1296.8pp | 850.88%-860.3pp | 519.73%-529.1pp |
| Employer contribution / active EE | $10,382 | $4,222+145.9% | $3,631+186.0% | $4,779+117.3% |
| Participant deferral / active EE | $10,433 | $4,682+122.8% | $4,082+155.6% | $5,609+86.0% |
| Admin fee / account holder | $534 | $6,674-92.0% | $5,478-90.3% | $10,827-95.1% |