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 | $67,914 | $95,971-29.2% | $74,550-8.9% | $135,375-49.8% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -8.43% | 56.96%-65.4pp | 32.53%-41.0pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,459 | $2,716-9.5% | $1,961+25.4% | $4,779-48.6% |
| Participant deferral / active EE | $4,053 | $3,843+5.5% | $3,108+30.4% | $5,609-27.7% |
| Admin fee / account holder | $2,359 | $6,522-63.8% | $5,060-53.4% | $10,827-78.2% |