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 | $135,976 | $138,065-1.5% | $123,544+10.1% | $135,375+0.4% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -4.50% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,359 | $5,151-54.2% | $4,628-49.0% | $4,779-50.6% |
| Participant deferral / active EE | $8,145 | $6,799+19.8% | $6,426+26.8% | $5,609+45.2% |
| Admin fee / account holder | $2,502 | $10,916-77.1% | $9,284-73.1% | $10,827-76.9% |