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 | $192,923 | $123,909+55.7% | $69,647+177.0% | $145,922+32.2% |
| Participation rate | 0.0% | 69.2%-69.2pp | 66.5%-66.5pp | 80.3%-80.3pp |
| Annual return | 13.34% | 190.55%-177.2pp | 100.48%-87.1pp | 561.29%-547.9pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,886-100.0% | $6,688-100.0% |
| Admin fee / account holder | $8,466 | $7,863+7.7% | $4,713+79.6% | $13,397-36.8% |