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 | $135,318 | $197,825-31.6% | $155,790-13.1% | $125,391+7.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 76.1%+11.4pp | 83.2%+4.3pp |
| Annual return | -1.48% | 86.74%-88.2pp | 71.54%-73.0pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,534 | $4,847-68.3% | $3,836-60.0% | $4,866-68.5% |
| Participant deferral / active EE | $4,599 | $5,630-18.3% | $4,797-4.1% | $5,352-14.1% |
| Admin fee / account holder | $2,561 | $9,545-73.2% | $7,478-65.8% | $9,540-73.2% |