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 | $140,547 | $92,703+51.6% | $82,719+69.9% | $134,475+4.5% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -16.26% | 944.92%-961.2pp | 701.18%-717.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,852 | $3,274-12.9% | $3,009-5.2% | $4,740-39.8% |
| Participant deferral / active EE | $7,261 | $4,802+51.2% | $4,395+65.2% | $6,400+13.5% |
| Admin fee / account holder | $1,783 | $5,983-70.2% | $5,329-66.5% | $11,426-84.4% |