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 | $219,782 | $97,757+124.8% | $83,848+162.1% | $135,375+62.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.14% | 1287.37%-1296.5pp | 850.88%-860.0pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,137 | $4,222-49.4% | $3,631-41.1% | $4,779-55.3% |
| Participant deferral / active EE | $14,935 | $4,682+219.0% | $4,082+265.9% | $5,609+166.3% |
| Admin fee / account holder | $2,778 | $6,674-58.4% | $5,478-49.3% | $10,827-74.3% |