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 | $36,661 | $180,449-79.7% | $154,107-76.2% | $135,375-72.9% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -2.27% | 888.09%-890.4pp | 735.12%-737.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,506 | $6,035-58.5% | $5,298-52.7% | $4,779-47.6% |
| Participant deferral / active EE | $5,888 | $5,806+1.4% | $5,081+15.9% | $5,609+5.0% |
| Admin fee / account holder | $373 | $16,143-97.7% | $13,411-97.2% | $10,827-96.6% |