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 | $196,042 | $138,044+42.0% | $125,339+56.4% | $134,475+45.8% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -16.64% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,850 | $5,243-64.7% | $4,814-61.6% | $4,740-61.0% |
| Participant deferral / active EE | $3,996 | $7,799-48.8% | $7,446-46.3% | $6,400-37.6% |
| Admin fee / account holder | $5,628 | $11,571-51.4% | $10,010-43.8% | $11,426-50.7% |