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 | $140,686 | $92,703+51.8% | $82,719+70.1% | $134,475+4.6% |
| Participation rate | 95.8% | 75.2%+20.6pp | 72.6%+23.3pp | 81.2%+14.6pp |
| Annual return | -17.14% | 944.92%-962.1pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,693 | $3,274-48.3% | $3,009-43.7% | $4,740-64.3% |
| Participant deferral / active EE | $5,562 | $4,802+15.8% | $4,395+26.6% | $6,400-13.1% |
| Admin fee / account holder | $3,992 | $5,983-33.3% | $5,329-25.1% | $11,426-65.1% |