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 | $80,971 | $138,065-41.4% | $123,544-34.5% | $135,375-40.2% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -0.09% | 153.68%-153.8pp | 119.20%-119.3pp | 519.73%-519.8pp |
| Employer contribution / active EE | $2,186 | $5,151-57.6% | $4,628-52.8% | $4,779-54.2% |
| Participant deferral / active EE | $2,597 | $6,799-61.8% | $6,426-59.6% | $5,609-53.7% |
| Admin fee / account holder | $22,345 | $10,916+104.7% | $9,284+140.7% | $10,827+106.4% |