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 | $194,712 | $152,509+27.7% | $117,472+65.8% | $134,475+44.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.36% | 52.99%-65.4pp | 29.74%-42.1pp | 417.96%-430.3pp |
| Employer contribution / active EE | $11,854 | $5,571+112.8% | $4,176+183.9% | $4,740+150.1% |
| Participant deferral / active EE | $13,231 | $4,818+174.6% | $4,070+225.1% | $6,400+106.7% |
| Admin fee / account holder | $393 | $7,004-94.4% | $5,645-93.0% | $11,426-96.6% |