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 9-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 | $60,924 | $138,065-55.9% | $123,544-50.7% | $135,375-55.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -9.11% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,751 | $5,151-66.0% | $4,628-62.2% | $4,779-63.4% |
| Participant deferral / active EE | $13,184 | $6,799+93.9% | $6,426+105.2% | $5,609+135.1% |
| Admin fee / account holder | $825 | $10,916-92.4% | $9,284-91.1% | $10,827-92.4% |