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 | $66,557 | $138,065-51.8% | $123,544-46.1% | $135,375-50.8% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -5.66% | 153.68%-159.3pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,932 | $5,151-62.5% | $4,628-58.2% | $4,779-59.6% |
| Participant deferral / active EE | $4,360 | $6,799-35.9% | $6,426-32.1% | $5,609-22.3% |
| Admin fee / account holder | $5,230 | $10,916-52.1% | $9,284-43.7% | $10,827-51.7% |