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 | $57,923 | $138,065-58.0% | $123,544-53.1% | $135,375-57.2% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -8.27% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $5,889 | $5,151+14.3% | $4,628+27.2% | $4,779+23.2% |
| Participant deferral / active EE | $6,190 | $6,799-9.0% | $6,426-3.7% | $5,609+10.4% |
| Admin fee / account holder | $554 | $10,916-94.9% | $9,284-94.0% | $10,827-94.9% |