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 | $114,607 | $160,055-28.4% | $140,016-18.1% | $135,375-15.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.14% | 911.38%-917.5pp | 651.12%-657.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $10,760 | $6,420+67.6% | $5,606+91.9% | $4,779+125.2% |
| Participant deferral / active EE | $10,074 | $7,642+31.8% | $6,927+45.4% | $5,609+79.6% |
| Admin fee / account holder | $12,752 | $13,328-4.3% | $10,705+19.1% | $10,827+17.8% |