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 9-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 | $152,546 | $88,594+72.2% | $70,092+117.6% | $134,475+13.4% |
| Participation rate | 76.5% | 74.9%+1.5pp | 70.5%+6.0pp | 81.2%-4.8pp |
| Annual return | -10.69% | 442.67%-453.4pp | 190.73%-201.4pp | 417.96%-428.7pp |
| Employer contribution / active EE | $2,169 | $3,233-32.9% | $2,559-15.2% | $4,740-54.2% |
| Participant deferral / active EE | $4,098 | $4,772-14.1% | $3,849+6.5% | $6,400-36.0% |
| Admin fee / account holder | $6,793 | $10,441-34.9% | $6,267+8.4% | $11,426-40.5% |