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 | $81,600 | $160,055-49.0% | $140,016-41.7% | $135,375-39.7% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.5%+5.8pp | 82.6%+10.7pp |
| Annual return | -8.57% | 911.38%-919.9pp | 651.12%-659.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,572 | $6,420-59.9% | $5,606-54.1% | $4,779-46.2% |
| Participant deferral / active EE | $11,002 | $7,642+44.0% | $6,927+58.8% | $5,609+96.2% |
| Admin fee / account holder | $673 | $13,328-94.9% | $10,705-93.7% | $10,827-93.8% |