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 | $57,274 | $95,971-40.3% | $74,550-23.2% | $135,375-57.7% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -4.24% | 56.96%-61.2pp | 32.53%-36.8pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,780 | $2,716-34.5% | $1,961-9.2% | $4,779-62.8% |
| Participant deferral / active EE | $4,966 | $3,843+29.2% | $3,108+59.8% | $5,609-11.5% |
| Admin fee / account holder | $7,659 | $6,522+17.4% | $5,060+51.4% | $10,827-29.3% |