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 | $140,927 | $138,044+2.1% | $125,339+12.4% | $134,475+4.8% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -13.51% | 750.33%-763.8pp | 572.05%-585.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,386 | $5,243-73.6% | $4,814-71.2% | $4,740-70.8% |
| Participant deferral / active EE | $2,772 | $7,799-64.5% | $7,446-62.8% | $6,400-56.7% |
| Admin fee / account holder | $16,935 | $11,571+46.4% | $10,010+69.2% | $11,426+48.2% |