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 | $169,573 | $135,635+25.0% | $110,238+53.8% | $135,375+25.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.85% | 513.19%-515.0pp | 314.74%-316.6pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,744 | $4,906-44.1% | $3,826-28.3% | $4,779-42.6% |
| Participant deferral / active EE | $7,786 | $5,506+41.4% | $4,672+66.7% | $5,609+38.8% |
| Admin fee / account holder | $3,747 | $11,457-67.3% | $8,547-56.2% | $10,827-65.4% |