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 7-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 | $126,214 | $190,805-33.9% | $159,960-21.1% | $134,475-6.1% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -3.70% | 552.23%-555.9pp | 408.60%-412.3pp | 417.96%-421.7pp |
| Employer contribution / active EE | $2,742 | $4,995-45.1% | $4,226-35.1% | $4,740-42.2% |
| Participant deferral / active EE | $6,742 | $6,923-2.6% | $6,182+9.1% | $6,400+5.3% |
| Admin fee / account holder | $4,828 | $10,471-53.9% | $8,698-44.5% | $11,426-57.7% |