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 | $75,188 | $138,065-45.5% | $123,544-39.1% | $135,375-44.5% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -7.26% | 153.68%-160.9pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $3,711 | $5,151-28.0% | $4,628-19.8% | $4,779-22.3% |
| Participant deferral / active EE | $7,295 | $6,799+7.3% | $6,426+13.5% | $5,609+30.1% |
| Admin fee / account holder | $580 | $10,916-94.7% | $9,284-93.7% | $10,827-94.6% |