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 | $98,541 | $180,449-45.4% | $154,107-36.1% | $135,375-27.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -8.13% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,427 | $6,035-59.8% | $5,298-54.2% | $4,779-49.2% |
| Participant deferral / active EE | $8,087 | $5,806+39.3% | $5,081+59.2% | $5,609+44.2% |
| Admin fee / account holder | $653 | $16,143-96.0% | $13,411-95.1% | $10,827-94.0% |