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 | $152,312 | $95,971+58.7% | $74,550+104.3% | $135,375+12.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.04% | 56.96%-65.0pp | 32.53%-40.6pp | 519.73%-527.8pp |
| Employer contribution / active EE | $6,195 | $2,716+128.1% | $1,961+215.9% | $4,779+29.6% |
| Participant deferral / active EE | $13,907 | $3,843+261.8% | $3,108+347.4% | $5,609+148.0% |
| Admin fee / account holder | $2,325 | $6,522-64.3% | $5,060-54.0% | $10,827-78.5% |