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 | $180,319 | $97,757+84.5% | $83,848+115.1% | $135,375+33.2% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -6.07% | 1287.37%-1293.4pp | 850.88%-857.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $3,863 | $4,222-8.5% | $3,631+6.4% | $4,779-19.2% |
| Participant deferral / active EE | $6,487 | $4,682+38.6% | $4,082+58.9% | $5,609+15.7% |
| Admin fee / account holder | $2,543 | $6,674-61.9% | $5,478-53.6% | $10,827-76.5% |