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 | $208,553 | $88,594+135.4% | $70,092+197.5% | $134,475+55.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -4.60% | 442.67%-447.3pp | 190.73%-195.3pp | 417.96%-422.6pp |
| Employer contribution / active EE | $10,609 | $3,233+228.2% | $2,559+314.6% | $4,740+123.8% |
| Participant deferral / active EE | $4,478 | $4,772-6.2% | $3,849+16.4% | $6,400-30.0% |
| Admin fee / account holder | $77,765 | $10,441+644.8% | $6,267+1140.9% | $11,426+580.6% |