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 | $111,951 | $99,640+12.4% | $86,436+29.5% | $134,475-16.7% |
| Participation rate | 91.7% | 82.0%+9.6pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -13.69% | 6782.58%-6796.3pp | 4394.89%-4408.6pp | 417.96%-431.7pp |
| Employer contribution / active EE | $6,199 | $4,400+40.9% | $3,769+64.5% | $4,740+30.8% |
| Participant deferral / active EE | $20,670 | $7,246+185.2% | $6,952+197.3% | $6,400+223.0% |
| Admin fee / account holder | $1,078 | $8,371-87.1% | $6,731-84.0% | $11,426-90.6% |