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 9-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 | $216,442 | $190,805+13.4% | $159,960+35.3% | $134,475+61.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.98% | 552.23%-570.2pp | 408.60%-426.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $40,402 | $4,995+708.8% | $4,226+856.1% | $4,740+752.4% |
| Participant deferral / active EE | $23,750 | $6,923+243.1% | $6,182+284.2% | $6,400+271.1% |
| Admin fee / account holder | $10,445 | $10,471-0.3% | $8,698+20.1% | $11,426-8.6% |