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 | $61,459 | $190,805-67.8% | $159,960-61.6% | $134,475-54.3% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -14.62% | 552.23%-566.9pp | 408.60%-423.2pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,131 | $4,995-37.3% | $4,226-25.9% | $4,740-33.9% |
| Participant deferral / active EE | $8,728 | $6,923+26.1% | $6,182+41.2% | $6,400+36.4% |
| Admin fee / account holder | $3,521 | $10,471-66.4% | $8,698-59.5% | $11,426-69.2% |