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 | $53,527 | $138,044-61.2% | $125,339-57.3% | $134,475-60.2% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -14.08% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $4,860 | $5,243-7.3% | $4,814+1.0% | $4,740+2.5% |
| Participant deferral / active EE | $4,823 | $7,799-38.2% | $7,446-35.2% | $6,400-24.6% |
| Admin fee / account holder | $1,526 | $11,571-86.8% | $10,010-84.8% | $11,426-86.6% |