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 | $177,345 | $135,635+30.8% | $110,238+60.9% | $135,375+31.0% |
| Participation rate | 76.2% | 83.5%-7.3pp | 79.8%-3.6pp | 82.6%-6.5pp |
| Annual return | -4.30% | 513.19%-517.5pp | 314.74%-319.0pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,341 | $4,906-72.7% | $3,826-65.0% | $4,779-71.9% |
| Participant deferral / active EE | $4,355 | $5,506-20.9% | $4,672-6.8% | $5,609-22.4% |
| Admin fee / account holder | $4,354 | $11,457-62.0% | $8,547-49.1% | $10,827-59.8% |