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 | $107,114 | $138,044-22.4% | $125,339-14.5% | $134,475-20.3% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -11.51% | 750.33%-761.8pp | 572.05%-583.6pp | 417.96%-429.5pp |
| Employer contribution / active EE | $3,351 | $5,243-36.1% | $4,814-30.4% | $4,740-29.3% |
| Participant deferral / active EE | $8,465 | $7,799+8.5% | $7,446+13.7% | $6,400+32.3% |
| Admin fee / account holder | $1,491 | $11,571-87.1% | $10,010-85.1% | $11,426-87.0% |