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 | $159,512 | $82,630+93.0% | $64,105+148.8% | $125,391+27.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.25% | 1489.72%-1492.0pp | 791.24%-793.5pp | 282.22%-284.5pp |
| Employer contribution / active EE | $14,135 | $2,671+429.1% | $1,820+676.7% | $4,866+190.5% |
| Participant deferral / active EE | $9,533 | $3,608+164.2% | $2,822+237.8% | $5,352+78.1% |
| Admin fee / account holder | $504 | $6,382-92.1% | $4,499-88.8% | $9,540-94.7% |