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 | $76,413 | $180,449-57.7% | $154,107-50.4% | $135,375-43.6% |
| Participation rate | 70.6% | 87.4%-16.8pp | 83.0%-12.4pp | 82.6%-12.1pp |
| Annual return | -4.96% | 888.09%-893.0pp | 735.12%-740.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,190 | $6,035-63.7% | $5,298-58.7% | $4,779-54.2% |
| Participant deferral / active EE | $2,648 | $5,806-54.4% | $5,081-47.9% | $5,609-52.8% |
| Admin fee / account holder | $875 | $16,143-94.6% | $13,411-93.5% | $10,827-91.9% |