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 8-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 | $162,248 | $97,757+66.0% | $83,848+93.5% | $135,375+19.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.63% | 1287.37%-1292.0pp | 850.88%-855.5pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,571 | $4,222-62.8% | $3,631-56.7% | $4,779-67.1% |
| Participant deferral / active EE | $5,358 | $4,682+14.4% | $4,082+31.3% | $5,609-4.5% |
| Admin fee / account holder | $1,574 | $6,674-76.4% | $5,478-71.3% | $10,827-85.5% |