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 8-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 | $66,564 | $190,805-65.1% | $159,960-58.4% | $134,475-50.5% |
| Participation rate | 95.8% | 81.9%+13.9pp | 78.0%+17.9pp | 81.2%+14.6pp |
| Annual return | -16.63% | 552.23%-568.9pp | 408.60%-425.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,302 | $4,995-53.9% | $4,226-45.5% | $4,740-51.4% |
| Participant deferral / active EE | $2,659 | $6,923-61.6% | $6,182-57.0% | $6,400-58.4% |
| Admin fee / account holder | $9,657 | $10,471-7.8% | $8,698+11.0% | $11,426-15.5% |