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 | $192,089 | $138,044+39.2% | $125,339+53.3% | $134,475+42.8% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -16.34% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,903 | $5,243-25.6% | $4,814-18.9% | $4,740-17.7% |
| Participant deferral / active EE | $8,746 | $7,799+12.1% | $7,446+17.5% | $6,400+36.7% |
| Admin fee / account holder | $5,531 | $11,571-52.2% | $10,010-44.7% | $11,426-51.6% |