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 | $139,123 | $160,055-13.1% | $140,016-0.6% | $135,375+2.8% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.5%+6.3pp | 82.6%+11.1pp |
| Annual return | -6.33% | 911.38%-917.7pp | 651.12%-657.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $4,833 | $6,420-24.7% | $5,606-13.8% | $4,779+1.1% |
| Participant deferral / active EE | $9,070 | $7,642+18.7% | $6,927+30.9% | $5,609+61.7% |
| Admin fee / account holder | $447 | $13,328-96.6% | $10,705-95.8% | $10,827-95.9% |