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 | $55,857 | $180,449-69.0% | $154,107-63.8% | $135,375-58.7% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -0.51% | 888.09%-888.6pp | 735.12%-735.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $2,089 | $6,035-65.4% | $5,298-60.6% | $4,779-56.3% |
| Participant deferral / active EE | $4,495 | $5,806-22.6% | $5,081-11.5% | $5,609-19.9% |
| Admin fee / account holder | $2,057 | $16,143-87.3% | $13,411-84.7% | $10,827-81.0% |