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 | $135,036 | $75,828+78.1% | $147,614-8.5% | $59,632+126.4% |
| Participation rate | 94.9% | 71.6%+23.3pp | 84.6%+10.3pp | 68.7%+26.2pp |
| Annual return | -0.67% | 0.37%-1.0pp | 61.98%-62.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $6,111 | $3,485+75.4% | $5,564+9.8% | $2,203+177.4% |
| Participant deferral / active EE | $3,889 | $3,130+24.2% | $4,895-20.6% | $3,192+21.9% |
| Admin fee / account holder | $16,935 | $5,985+182.9% | $11,611+45.9% | $4,297+294.1% |