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 | $103,557 | $160,055-35.3% | $140,016-26.0% | $135,375-23.5% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -4.04% | 911.38%-915.4pp | 651.12%-655.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $2,069 | $6,420-67.8% | $5,606-63.1% | $4,779-56.7% |
| Participant deferral / active EE | $6,240 | $7,642-18.3% | $6,927-9.9% | $5,609+11.2% |
| Admin fee / account holder | $3,654 | $13,328-72.6% | $10,705-65.9% | $10,827-66.3% |