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 | $115,936 | $135,635-14.5% | $110,238+5.2% | $135,375-14.4% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -4.80% | 513.19%-518.0pp | 314.74%-319.5pp | 519.73%-524.5pp |
| Employer contribution / active EE | $3,596 | $4,906-26.7% | $3,826-6.0% | $4,779-24.8% |
| Participant deferral / active EE | $3,813 | $5,506-30.8% | $4,672-18.4% | $5,609-32.0% |
| Admin fee / account holder | $31,716 | $11,457+176.8% | $8,547+271.1% | $10,827+192.9% |