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 | $122,468 | $138,065-11.3% | $123,544-0.9% | $135,375-9.5% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.82% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $10,410 | $5,151+102.1% | $4,628+124.9% | $4,779+117.8% |
| Participant deferral / active EE | $11,476 | $6,799+68.8% | $6,426+78.6% | $5,609+104.6% |
| Admin fee / account holder | $1,016 | $10,916-90.7% | $9,284-89.1% | $10,827-90.6% |