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 9-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 | $87,512 | $138,044-36.6% | $125,339-30.2% | $134,475-34.9% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -18.62% | 750.33%-768.9pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $6,632 | $5,243+26.5% | $4,814+37.8% | $4,740+39.9% |
| Participant deferral / active EE | $13,784 | $7,799+76.7% | $7,446+85.1% | $6,400+115.4% |
| Admin fee / account holder | $2,637 | $11,571-77.2% | $10,010-73.7% | $11,426-76.9% |