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 5-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 | $136,074 | $138,044-1.4% | $125,339+8.6% | $134,475+1.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.40% | 750.33%-764.7pp | 572.05%-586.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $18,291 | $5,243+248.8% | $4,814+280.0% | $4,740+285.9% |
| Participant deferral / active EE | $11,458 | $7,799+46.9% | $7,446+53.9% | $6,400+79.0% |
| Admin fee / account holder | $1,393 | $11,571-88.0% | $10,010-86.1% | $11,426-87.8% |