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 | $212,196 | $105,860+100.4% | $90,749+133.8% | $134,475+57.8% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -18.45% | -11.01%-7.4pp | -12.16%-6.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,721 | $5,216-28.6% | $4,564-18.5% | $6,400-41.9% |
| Admin fee / account holder | $2,045 | $13,938-85.3% | $8,445-75.8% | $11,426-82.1% |