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 | $228,295 | $138,044+65.4% | $125,339+82.1% | $134,475+69.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.11% | 750.33%-768.4pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $5,739 | $5,243+9.5% | $4,814+19.2% | $4,740+21.1% |
| Participant deferral / active EE | $11,619 | $7,799+49.0% | $7,446+56.0% | $6,400+81.5% |
| Admin fee / account holder | $5,169 | $11,571-55.3% | $10,010-48.4% | $11,426-54.8% |