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 | $229,132 | $138,065+66.0% | $123,544+85.5% | $135,375+69.3% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -5.35% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $4,941 | $5,151-4.1% | $4,628+6.8% | $4,779+3.4% |
| Participant deferral / active EE | $7,888 | $6,799+16.0% | $6,426+22.8% | $5,609+40.6% |
| Admin fee / account holder | $26,662 | $10,916+144.3% | $9,284+187.2% | $10,827+146.3% |