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 | $40,366 | $190,805-78.8% | $159,960-74.8% | $134,475-70.0% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -18.02% | 552.23%-570.3pp | 408.60%-426.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,664 | $4,995-66.7% | $4,226-60.6% | $4,740-64.9% |
| Participant deferral / active EE | $4,209 | $6,923-39.2% | $6,182-31.9% | $6,400-34.2% |
| Admin fee / account holder | $1,350 | $10,471-87.1% | $8,698-84.5% | $11,426-88.2% |