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 | $102,373 | $135,635-24.5% | $110,238-7.1% | $135,375-24.4% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -7.88% | 513.19%-521.1pp | 314.74%-322.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,694 | $4,906-65.5% | $3,826-55.7% | $4,779-64.6% |
| Participant deferral / active EE | $5,799 | $5,506+5.3% | $4,672+24.1% | $5,609+3.4% |
| Admin fee / account holder | $966 | $11,457-91.6% | $8,547-88.7% | $10,827-91.1% |