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 | $133,029 | $97,757+36.1% | $83,848+58.7% | $135,375-1.7% |
| Participation rate | 79.2% | 80.0%-0.8pp | 76.1%+3.0pp | 82.6%-3.5pp |
| Annual return | -2.23% | 1287.37%-1289.6pp | 850.88%-853.1pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,608 | $4,222-38.2% | $3,631-28.2% | $4,779-45.4% |
| Participant deferral / active EE | $4,489 | $4,682-4.1% | $4,082+10.0% | $5,609-20.0% |
| Admin fee / account holder | $4,049 | $6,674-39.3% | $5,478-26.1% | $10,827-62.6% |