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 | $32,131 | $160,055-79.9% | $140,016-77.1% | $135,375-76.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -7.22% | 911.38%-918.6pp | 651.12%-658.3pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,877 | $6,420-55.2% | $5,606-48.7% | $4,779-39.8% |
| Participant deferral / active EE | $11,828 | $7,642+54.8% | $6,927+70.7% | $5,609+110.9% |
| Admin fee / account holder | $9,610 | $13,328-27.9% | $10,705-10.2% | $10,827-11.2% |