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 | $154,853 | $67,331+130.0% | $60,874+154.4% | $134,475+15.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.02% | 49.93%-63.0pp | 16.90%-29.9pp | 417.96%-431.0pp |
| Employer contribution / active EE | $4,325 | $3,096+39.7% | $2,701+60.1% | $4,740-8.7% |
| Participant deferral / active EE | $6,773 | $4,538+49.2% | $3,817+77.5% | $6,400+5.8% |
| Admin fee / account holder | $11,538 | $4,582+151.8% | $3,224+257.8% | $11,426+1.0% |