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 | $138,361 | $190,805-27.5% | $159,960-13.5% | $134,475+2.9% |
| Participation rate | 86.7% | 81.9%+4.7pp | 78.0%+8.7pp | 81.2%+5.4pp |
| Annual return | -12.74% | 552.23%-565.0pp | 408.60%-421.3pp | 417.96%-430.7pp |
| Employer contribution / active EE | $4,116 | $4,995-17.6% | $4,226-2.6% | $4,740-13.1% |
| Participant deferral / active EE | $10,031 | $6,923+44.9% | $6,182+62.2% | $6,400+56.7% |
| Admin fee / account holder | $20,685 | $10,471+97.5% | $8,698+137.8% | $11,426+81.0% |