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 7-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 | $68,370 | $106,543-35.8% | $91,220-25.0% | $134,475-49.2% |
| Participation rate | 71.4% | 76.8%-5.4pp | 73.2%-1.8pp | 81.2%-9.8pp |
| Annual return | -15.89% | 160.60%-176.5pp | 114.01%-129.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,085 | $3,331-7.4% | $2,850+8.2% | $4,740-34.9% |
| Participant deferral / active EE | $10,505 | $4,719+122.6% | $4,234+148.1% | $6,400+64.1% |
| Admin fee / account holder | $4,069 | $6,231-34.7% | $5,420-24.9% | $11,426-64.4% |