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 | $167,590 | $97,757+71.4% | $83,848+99.9% | $135,375+23.8% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -2.23% | 1287.37%-1289.6pp | 850.88%-853.1pp | 519.73%-522.0pp |
| Employer contribution / active EE | $13,350 | $4,222+216.2% | $3,631+267.7% | $4,779+179.4% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,379 | $6,674+10.6% | $5,478+34.7% | $10,827-31.8% |