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 | $100,586 | $180,449-44.3% | $154,107-34.7% | $135,375-25.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -5.84% | 888.09%-893.9pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,488 | $6,035-58.8% | $5,298-53.0% | $4,779-47.9% |
| Participant deferral / active EE | $7,275 | $5,806+25.3% | $5,081+43.2% | $5,609+29.7% |
| Admin fee / account holder | $39,970 | $16,143+147.6% | $13,411+198.0% | $10,827+269.2% |