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 | $106,681 | $138,065-22.7% | $123,544-13.6% | $135,375-21.2% |
| Participation rate | 79.2% | 84.7%-5.6pp | 82.3%-3.1pp | 82.6%-3.5pp |
| Annual return | -3.63% | 153.68%-157.3pp | 119.20%-122.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,723 | $5,151-47.1% | $4,628-41.2% | $4,779-43.0% |
| Participant deferral / active EE | $6,442 | $6,799-5.3% | $6,426+0.3% | $5,609+14.9% |
| Admin fee / account holder | $43,025 | $10,916+294.1% | $9,284+363.4% | $10,827+297.4% |