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 | $148,259 | $54,350+172.8% | $82,719+79.2% | $68,494+116.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.49% | -13.67%-0.8pp | 701.18%-715.7pp | -7.84%-6.6pp |
| Employer contribution / active EE | $6,213 | $2,218+180.1% | $3,009+106.5% | $2,596+139.3% |
| Participant deferral / active EE | $8,320 | $3,246+156.3% | $4,395+89.3% | $4,027+106.6% |
| Admin fee / account holder | $2,403 | $4,395-45.3% | $5,329-54.9% | $5,403-55.5% |