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 | $157,826 | $160,055-1.4% | $140,016+12.7% | $135,375+16.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.32% | 911.38%-916.7pp | 651.12%-656.4pp | 519.73%-525.1pp |
| Employer contribution / active EE | $9,203 | $6,420+43.3% | $5,606+64.2% | $4,779+92.6% |
| Participant deferral / active EE | $14,866 | $7,642+94.5% | $6,927+114.6% | $5,609+165.1% |
| Admin fee / account holder | $5,153 | $13,328-61.3% | $10,705-51.9% | $10,827-52.4% |