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 | $128,928 | $138,044-6.6% | $125,339+2.9% | $134,475-4.1% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -15.03% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $5,268 | $5,243+0.5% | $4,814+9.4% | $4,740+11.1% |
| Participant deferral / active EE | $15,942 | $7,799+104.4% | $7,446+114.1% | $6,400+149.1% |
| Admin fee / account holder | $18,576 | $11,571+60.5% | $10,010+85.6% | $11,426+62.6% |