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 | $117,795 | $138,044-14.7% | $125,339-6.0% | $134,475-12.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.09% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,298 | $5,243-18.0% | $4,814-10.7% | $4,740-9.3% |
| Participant deferral / active EE | $7,599 | $7,799-2.6% | $7,446+2.0% | $6,400+18.7% |
| Admin fee / account holder | $22,901 | $11,571+97.9% | $10,010+128.8% | $11,426+100.4% |