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 | $97,858 | $138,065-29.1% | $123,544-20.8% | $135,375-27.7% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -6.36% | 153.68%-160.0pp | 119.20%-125.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,168 | $5,151-57.9% | $4,628-53.2% | $4,779-54.6% |
| Participant deferral / active EE | $4,443 | $6,799-34.7% | $6,426-30.9% | $5,609-20.8% |
| Admin fee / account holder | $807 | $10,916-92.6% | $9,284-91.3% | $10,827-92.5% |