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 | $151,485 | $78,694+92.5% | $67,652+123.9% | $125,391+20.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.14% | 9.46%-12.6pp | 6625.04%-6628.2pp | 282.22%-285.4pp |
| Employer contribution / active EE | $4,636 | $3,044+52.3% | $2,266+104.7% | $4,866-4.7% |
| Participant deferral / active EE | $3,842 | $4,292-10.5% | $3,560+7.9% | $5,352-28.2% |
| Admin fee / account holder | $2,706 | $7,403-63.4% | $4,821-43.9% | $9,540-71.6% |