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 | $73,274 | $160,055-54.2% | $140,016-47.7% | $135,375-45.9% |
| Participation rate | 81.0% | 88.5%-7.6pp | 87.5%-6.5pp | 82.6%-1.7pp |
| Annual return | -5.22% | 911.38%-916.6pp | 651.12%-656.3pp | 519.73%-525.0pp |
| Employer contribution / active EE | $4,705 | $6,420-26.7% | $5,606-16.1% | $4,779-1.5% |
| Participant deferral / active EE | $10,817 | $7,642+41.5% | $6,927+56.1% | $5,609+92.9% |
| Admin fee / account holder | $3,058 | $13,328-77.1% | $10,705-71.4% | $10,827-71.8% |