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 | $119,078 | $135,635-12.2% | $110,238+8.0% | $135,375-12.0% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -2.34% | 513.19%-515.5pp | 314.74%-317.1pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,781 | $4,906-63.7% | $3,826-53.5% | $4,779-62.7% |
| Participant deferral / active EE | $4,125 | $5,506-25.1% | $4,672-11.7% | $5,609-26.5% |
| Admin fee / account holder | $3,327 | $11,457-71.0% | $8,547-61.1% | $10,827-69.3% |