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 | $125,369 | $138,065-9.2% | $123,544+1.5% | $135,375-7.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.09% | 153.68%-155.8pp | 119.20%-121.3pp | 519.73%-521.8pp |
| Employer contribution / active EE | $11,558 | $5,151+124.4% | $4,628+149.8% | $4,779+141.9% |
| Participant deferral / active EE | $6,521 | $6,799-4.1% | $6,426+1.5% | $5,609+16.3% |
| Admin fee / account holder | $1,396 | $10,916-87.2% | $9,284-85.0% | $10,827-87.1% |