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 | $42,348 | $138,044-69.3% | $125,339-66.2% | $134,475-68.5% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -7.64% | 750.33%-758.0pp | 572.05%-579.7pp | 417.96%-425.6pp |
| Employer contribution / active EE | $2,725 | $5,243-48.0% | $4,814-43.4% | $4,740-42.5% |
| Participant deferral / active EE | $8,084 | $7,799+3.7% | $7,446+8.6% | $6,400+26.3% |
| Admin fee / account holder | $4,955 | $11,571-57.2% | $10,010-50.5% | $11,426-56.6% |