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 | $91,239 | $138,044-33.9% | $125,339-27.2% | $134,475-32.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -12.58% | 750.33%-762.9pp | 572.05%-584.6pp | 417.96%-430.5pp |
| Employer contribution / active EE | $3,997 | $5,243-23.8% | $4,814-17.0% | $4,740-15.7% |
| Participant deferral / active EE | $9,621 | $7,799+23.4% | $7,446+29.2% | $6,400+50.3% |
| Admin fee / account holder | $1,924 | $11,571-83.4% | $10,010-80.8% | $11,426-83.2% |