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 | $158,153 | $138,065+14.5% | $123,544+28.0% | $135,375+16.8% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -8.01% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,665 | $5,151-28.9% | $4,628-20.8% | $4,779-23.3% |
| Participant deferral / active EE | $7,395 | $6,799+8.8% | $6,426+15.1% | $5,609+31.8% |
| Admin fee / account holder | $16,852 | $10,916+54.4% | $9,284+81.5% | $10,827+55.6% |