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 | $75,009 | $138,065-45.7% | $123,544-39.3% | $135,375-44.6% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -7.87% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $4,765 | $5,151-7.5% | $4,628+3.0% | $4,779-0.3% |
| Participant deferral / active EE | $8,288 | $6,799+21.9% | $6,426+29.0% | $5,609+47.8% |
| Admin fee / account holder | $525 | $10,916-95.2% | $9,284-94.3% | $10,827-95.1% |