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 | $124,966 | $138,044-9.5% | $125,339-0.3% | $134,475-7.1% |
| Participation rate | 79.2% | 84.5%-5.3pp | 82.4%-3.2pp | 81.2%-2.1pp |
| Annual return | -20.48% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $16,431 | $5,243+213.4% | $4,814+241.3% | $4,740+246.7% |
| Participant deferral / active EE | $11,770 | $7,799+50.9% | $7,446+58.1% | $6,400+83.9% |
| Admin fee / account holder | $2,244 | $11,571-80.6% | $10,010-77.6% | $11,426-80.4% |