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 | $80,783 | $180,449-55.2% | $154,107-47.6% | $135,375-40.3% |
| Participation rate | 84.2% | 87.4%-3.2pp | 83.0%+1.2pp | 82.6%+1.6pp |
| Annual return | -6.83% | 888.09%-894.9pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,262 | $6,035-62.5% | $5,298-57.3% | $4,779-52.7% |
| Participant deferral / active EE | $5,597 | $5,806-3.6% | $5,081+10.2% | $5,609-0.2% |
| Admin fee / account holder | $5,844 | $16,143-63.8% | $13,411-56.4% | $10,827-46.0% |