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 | $71,858 | $135,635-47.0% | $110,238-34.8% | $135,375-46.9% |
| Participation rate | 95.7% | 83.5%+12.2pp | 79.8%+15.8pp | 82.6%+13.0pp |
| Annual return | -4.21% | 513.19%-517.4pp | 314.74%-318.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $979 | $4,906-80.0% | $3,826-74.4% | $4,779-79.5% |
| Participant deferral / active EE | $5,969 | $5,506+8.4% | $4,672+27.8% | $5,609+6.4% |
| Admin fee / account holder | $5,295 | $11,457-53.8% | $8,547-38.1% | $10,827-51.1% |