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 | $104,999 | $138,044-23.9% | $125,339-16.2% | $134,475-21.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.05% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,407 | $5,243-73.2% | $4,814-70.8% | $4,740-70.3% |
| Participant deferral / active EE | $3,001 | $7,799-61.5% | $7,446-59.7% | $6,400-53.1% |
| Admin fee / account holder | $403 | $11,571-96.5% | $10,010-96.0% | $11,426-96.5% |