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 | $168,290 | $180,449-6.7% | $154,107+9.2% | $135,375+24.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -7.48% | 888.09%-895.6pp | 735.12%-742.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,193 | $6,035-47.1% | $5,298-39.7% | $4,779-33.2% |
| Participant deferral / active EE | $4,763 | $5,806-18.0% | $5,081-6.2% | $5,609-15.1% |
| Admin fee / account holder | $1,162 | $16,143-92.8% | $13,411-91.3% | $10,827-89.3% |