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 | $189,963 | $180,449+5.3% | $154,107+23.3% | $135,375+40.3% |
| Participation rate | 76.2% | 87.4%-11.2pp | 83.0%-6.8pp | 82.6%-6.5pp |
| Annual return | -7.99% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,428 | $6,035-59.8% | $5,298-54.2% | $4,779-49.2% |
| Participant deferral / active EE | $7,789 | $5,806+34.2% | $5,081+53.3% | $5,609+38.9% |
| Admin fee / account holder | $8,863 | $16,143-45.1% | $13,411-33.9% | $10,827-18.1% |