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 | $98,740 | $180,449-45.3% | $154,107-35.9% | $135,375-27.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.65% | 888.09%-889.7pp | 735.12%-736.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $9,743 | $6,035+61.4% | $5,298+83.9% | $4,779+103.9% |
| Participant deferral / active EE | $5,781 | $5,806-0.4% | $5,081+13.8% | $5,609+3.1% |
| Admin fee / account holder | $13,349 | $16,143-17.3% | $13,411-0.5% | $10,827+23.3% |