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 | $185,267 | $180,449+2.7% | $154,107+20.2% | $135,375+36.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.66% | 888.09%-896.7pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,207 | $6,035-63.4% | $5,298-58.3% | $4,779-53.8% |
| Participant deferral / active EE | $3,538 | $5,806-39.1% | $5,081-30.4% | $5,609-36.9% |
| Admin fee / account holder | $594 | $16,143-96.3% | $13,411-95.6% | $10,827-94.5% |