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 | $89,142 | $138,044-35.4% | $125,339-28.9% | $134,475-33.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.24% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,154 | $5,243-58.9% | $4,814-55.3% | $4,740-54.6% |
| Participant deferral / active EE | $9,368 | $7,799+20.1% | $7,446+25.8% | $6,400+46.4% |
| Admin fee / account holder | $5,317 | $11,571-54.0% | $10,010-46.9% | $11,426-53.5% |