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 | $138,759 | $67,331+106.1% | $60,874+127.9% | $134,475+3.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.58% | 49.93%-65.5pp | 16.90%-32.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $24,533 | $3,096+692.3% | $2,701+808.1% | $4,740+417.6% |
| Participant deferral / active EE | $15,778 | $4,538+247.7% | $3,817+313.4% | $6,400+146.5% |
| Admin fee / account holder | $2,666 | $4,582-41.8% | $3,224-17.3% | $11,426-76.7% |