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 | $127,352 | $160,055-20.4% | $140,016-9.0% | $135,375-5.9% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.5%+8.2pp | 82.6%+13.0pp |
| Annual return | -6.24% | 911.38%-917.6pp | 651.12%-657.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,428 | $6,420-62.2% | $5,606-56.7% | $4,779-49.2% |
| Participant deferral / active EE | $4,096 | $7,642-46.4% | $6,927-40.9% | $5,609-27.0% |
| Admin fee / account holder | $335 | $13,328-97.5% | $10,705-96.9% | $10,827-96.9% |