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 | $103,725 | $180,449-42.5% | $154,107-32.7% | $135,375-23.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.02% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.8pp |
| Employer contribution / active EE | $14,631 | $6,035+142.4% | $5,298+176.2% | $4,779+206.2% |
| Participant deferral / active EE | $8,846 | $5,806+52.4% | $5,081+74.1% | $5,609+57.7% |
| Admin fee / account holder | $5,219 | $16,143-67.7% | $13,411-61.1% | $10,827-51.8% |