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 | $74,609 | $160,055-53.4% | $140,016-46.7% | $135,375-44.9% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -6.92% | 911.38%-918.3pp | 651.12%-658.0pp | 519.73%-526.7pp |
| Employer contribution / active EE | $4,322 | $6,420-32.7% | $5,606-22.9% | $4,779-9.6% |
| Participant deferral / active EE | $13,626 | $7,642+78.3% | $6,927+96.7% | $5,609+142.9% |
| Admin fee / account holder | $3,374 | $13,328-74.7% | $10,705-68.5% | $10,827-68.8% |