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 6-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 | $62,678 | $138,044-54.6% | $125,339-50.0% | $134,475-53.4% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | -12.00% | 750.33%-762.3pp | 572.05%-584.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $3,529 | $5,243-32.7% | $4,814-26.7% | $4,740-25.5% |
| Participant deferral / active EE | $7,776 | $7,799-0.3% | $7,446+4.4% | $6,400+21.5% |
| Admin fee / account holder | $1,339 | $11,571-88.4% | $10,010-86.6% | $11,426-88.3% |