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 | $77,366 | $138,065-44.0% | $123,544-37.4% | $135,375-42.9% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -5.81% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,661 | $5,151-48.3% | $4,628-42.5% | $4,779-44.3% |
| Participant deferral / active EE | $9,344 | $6,799+37.4% | $6,426+45.4% | $5,609+66.6% |
| Admin fee / account holder | $3,218 | $10,916-70.5% | $9,284-65.3% | $10,827-70.3% |