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 | $110,626 | $138,065-19.9% | $123,544-10.5% | $135,375-18.3% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.29% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,203 | $5,151-57.2% | $4,628-52.4% | $4,779-53.9% |
| Participant deferral / active EE | $8,766 | $6,799+28.9% | $6,426+36.4% | $5,609+56.3% |
| Admin fee / account holder | $14,786 | $10,916+35.5% | $9,284+59.3% | $10,827+36.6% |