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 | $128,105 | $99,640+28.6% | $86,436+48.2% | $134,475-4.7% |
| Participation rate | 95.5% | 82.0%+13.4pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -17.89% | 6782.58%-6800.5pp | 4394.89%-4412.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $9,047 | $4,400+105.6% | $3,769+140.1% | $4,740+90.9% |
| Participant deferral / active EE | $16,592 | $7,246+129.0% | $6,952+138.7% | $6,400+159.3% |
| Admin fee / account holder | $2,342 | $8,371-72.0% | $6,731-65.2% | $11,426-79.5% |