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 | $111,234 | $147,727-24.7% | $115,756-3.9% | $134,475-17.3% |
| Participation rate | 84.2% | 80.4%+3.8pp | 77.1%+7.1pp | 81.2%+3.0pp |
| Annual return | -16.52% | 73.96%-90.5pp | 143.14%-159.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,855 | $4,713-39.4% | $3,793-24.7% | $4,740-39.8% |
| Participant deferral / active EE | $6,377 | $7,563-15.7% | $6,254+2.0% | $6,400-0.4% |
| Admin fee / account holder | $4,151 | $14,571-71.5% | $8,124-48.9% | $11,426-63.7% |