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 | $116,824 | $138,044-15.4% | $125,339-6.8% | $134,475-13.1% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -16.35% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,733 | $5,243-28.8% | $4,814-22.4% | $4,740-21.2% |
| Participant deferral / active EE | $9,896 | $7,799+26.9% | $7,446+32.9% | $6,400+54.6% |
| Admin fee / account holder | $2,538 | $11,571-78.1% | $10,010-74.6% | $11,426-77.8% |