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 | $155,932 | $138,044+13.0% | $125,339+24.4% | $134,475+16.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -14.86% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $4,208 | $5,243-19.7% | $4,814-12.6% | $4,740-11.2% |
| Participant deferral / active EE | $7,734 | $7,799-0.8% | $7,446+3.9% | $6,400+20.9% |
| Admin fee / account holder | $38,543 | $11,571+233.1% | $10,010+285.1% | $11,426+237.3% |