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 | $66,386 | $190,805-65.2% | $159,960-58.5% | $134,475-50.6% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -16.62% | 552.23%-568.9pp | 408.60%-425.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,065 | $4,995-58.7% | $4,226-51.1% | $4,740-56.4% |
| Participant deferral / active EE | $4,152 | $6,923-40.0% | $6,182-32.8% | $6,400-35.1% |
| Admin fee / account holder | $6,052 | $10,471-42.2% | $8,698-30.4% | $11,426-47.0% |