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 6-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 | $61,613 | $138,044-55.4% | $125,339-50.8% | $134,475-54.2% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -7.85% | 750.33%-758.2pp | 572.05%-579.9pp | 417.96%-425.8pp |
| Employer contribution / active EE | $3,329 | $5,243-36.5% | $4,814-30.8% | $4,740-29.8% |
| Participant deferral / active EE | $12,068 | $7,799+54.7% | $7,446+62.1% | $6,400+88.6% |
| Admin fee / account holder | $616 | $11,571-94.7% | $10,010-93.8% | $11,426-94.6% |