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 | $125,119 | $97,757+28.0% | $83,848+49.2% | $135,375-7.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.41% | 1287.37%-1293.8pp | 850.88%-857.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $6,250 | $4,222+48.0% | $3,631+72.1% | $4,779+30.8% |
| Participant deferral / active EE | $3,958 | $4,682-15.5% | $4,082-3.0% | $5,609-29.4% |
| Admin fee / account holder | $1,438 | $6,674-78.5% | $5,478-73.8% | $10,827-86.7% |