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 | $114,053 | $90,600+25.9% | $79,464+43.5% | $135,375-15.8% |
| Participation rate | 81.0% | 76.0%+4.9pp | 73.3%+7.6pp | 82.6%-1.7pp |
| Annual return | -6.41% | 977.43%-983.8pp | 718.14%-724.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,837 | $3,068-7.5% | $2,800+1.3% | $4,779-40.6% |
| Participant deferral / active EE | $3,595 | $4,050-11.2% | $3,704-2.9% | $5,609-35.9% |
| Admin fee / account holder | $15,893 | $5,907+169.1% | $5,113+210.8% | $10,827+46.8% |