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 | $44,972 | $138,044-67.4% | $125,339-64.1% | $134,475-66.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -20.35% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,226 | $5,243-57.5% | $4,814-53.8% | $4,740-53.0% |
| Participant deferral / active EE | $9,105 | $7,799+16.7% | $7,446+22.3% | $6,400+42.3% |
| Admin fee / account holder | $4,193 | $11,571-63.8% | $10,010-58.1% | $11,426-63.3% |