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 | $105,878 | $138,065-23.3% | $123,544-14.3% | $135,375-21.8% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -5.36% | 153.68%-159.0pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,152 | $5,151-58.2% | $4,628-53.5% | $4,779-55.0% |
| Participant deferral / active EE | $7,450 | $6,799+9.6% | $6,426+15.9% | $5,609+32.8% |
| Admin fee / account holder | $682 | $10,916-93.8% | $9,284-92.7% | $10,827-93.7% |