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 | $54,385 | $138,065-60.6% | $123,544-56.0% | $135,375-59.8% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -7.14% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,792 | $5,151-45.8% | $4,628-39.7% | $4,779-41.6% |
| Participant deferral / active EE | $7,049 | $6,799+3.7% | $6,426+9.7% | $5,609+25.7% |
| Admin fee / account holder | $1,969 | $10,916-82.0% | $9,284-78.8% | $10,827-81.8% |