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 | $237,900 | $180,449+31.8% | $154,107+54.4% | $135,375+75.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.99% | 888.09%-893.1pp | 735.12%-740.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $9,500 | $6,035+57.4% | $5,298+79.3% | $4,779+98.8% |
| Participant deferral / active EE | $6,938 | $5,806+19.5% | $5,081+36.6% | $5,609+23.7% |
| Admin fee / account holder | $3,133 | $16,143-80.6% | $13,411-76.6% | $10,827-71.1% |