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 | $82,831 | $138,065-40.0% | $123,544-33.0% | $135,375-38.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.10% | 153.68%-156.8pp | 119.20%-122.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $3,179 | $5,151-38.3% | $4,628-31.3% | $4,779-33.5% |
| Participant deferral / active EE | $7,697 | $6,799+13.2% | $6,426+19.8% | $5,609+37.2% |
| Admin fee / account holder | $7,685 | $10,916-29.6% | $9,284-17.2% | $10,827-29.0% |