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 | $91,605 | $135,635-32.5% | $110,238-16.9% | $135,375-32.3% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -3.05% | 513.19%-516.2pp | 314.74%-317.8pp | 519.73%-522.8pp |
| Employer contribution / active EE | $7,679 | $4,906+56.5% | $3,826+100.7% | $4,779+60.7% |
| Participant deferral / active EE | $6,055 | $5,506+10.0% | $4,672+29.6% | $5,609+8.0% |
| Admin fee / account holder | $3,188 | $11,457-72.2% | $8,547-62.7% | $10,827-70.6% |