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 | $121,397 | $138,044-12.1% | $125,339-3.1% | $134,475-9.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -13.00% | 750.33%-763.3pp | 572.05%-585.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $4,075 | $5,243-22.3% | $4,814-15.3% | $4,740-14.0% |
| Participant deferral / active EE | $12,202 | $7,799+56.5% | $7,446+63.9% | $6,400+90.7% |
| Admin fee / account holder | $2,824 | $11,571-75.6% | $10,010-71.8% | $11,426-75.3% |