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 | $214,793 | $138,044+55.6% | $125,339+71.4% | $134,475+59.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.50% | 750.33%-770.8pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $16,989 | $5,243+224.0% | $4,814+252.9% | $4,740+258.4% |
| Participant deferral / active EE | $11,860 | $7,799+52.1% | $7,446+59.3% | $6,400+85.3% |
| Admin fee / account holder | $1,373 | $11,571-88.1% | $10,010-86.3% | $11,426-88.0% |