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 8-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 | $121,463 | $138,044-12.0% | $125,339-3.1% | $134,475-9.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.73% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $8,563 | $5,243+63.3% | $4,814+77.9% | $4,740+80.7% |
| Participant deferral / active EE | $18,921 | $7,799+142.6% | $7,446+154.1% | $6,400+195.6% |
| Admin fee / account holder | $481 | $11,571-95.8% | $10,010-95.2% | $11,426-95.8% |