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 | $98,460 | $138,044-28.7% | $125,339-21.4% | $134,475-26.8% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -13.07% | 750.33%-763.4pp | 572.05%-585.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $2,277 | $5,243-56.6% | $4,814-52.7% | $4,740-52.0% |
| Participant deferral / active EE | $4,560 | $7,799-41.5% | $7,446-38.8% | $6,400-28.8% |
| Admin fee / account holder | $4,667 | $11,571-59.7% | $10,010-53.4% | $11,426-59.2% |