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 | $99,867 | $138,044-27.7% | $125,339-20.3% | $134,475-25.7% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -13.50% | 750.33%-763.8pp | 572.05%-585.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,858 | $5,243-45.5% | $4,814-40.6% | $4,740-39.7% |
| Participant deferral / active EE | $6,394 | $7,799-18.0% | $7,446-14.1% | $6,400-0.1% |
| Admin fee / account holder | $8,498 | $11,571-26.6% | $10,010-15.1% | $11,426-25.6% |