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 | $125,182 | $67,331+85.9% | $60,874+105.6% | $134,475-6.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.48% | 49.93%-66.4pp | 16.90%-33.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $10,524 | $3,096+239.9% | $2,701+289.6% | $4,740+122.0% |
| Participant deferral / active EE | $7,207 | $4,538+58.8% | $3,817+88.8% | $6,400+12.6% |
| Admin fee / account holder | $11,288 | $4,582+146.4% | $3,224+250.1% | $11,426-1.2% |