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 | $101,460 | $180,449-43.8% | $154,107-34.2% | $135,375-25.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -5.51% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,334 | $6,035-61.3% | $5,298-55.9% | $4,779-51.2% |
| Participant deferral / active EE | $3,902 | $5,806-32.8% | $5,081-23.2% | $5,609-30.4% |
| Admin fee / account holder | $1,641 | $16,143-89.8% | $13,411-87.8% | $10,827-84.8% |