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 | $111,797 | $180,449-38.0% | $154,107-27.5% | $135,375-17.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.02% | 888.09%-889.1pp | 735.12%-736.1pp | 519.73%-520.8pp |
| Employer contribution / active EE | $1,599 | $6,035-73.5% | $5,298-69.8% | $4,779-66.5% |
| Participant deferral / active EE | $5,035 | $5,806-13.3% | $5,081-0.9% | $5,609-10.2% |
| Admin fee / account holder | $53,787 | $16,143+233.2% | $13,411+301.1% | $10,827+396.8% |