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 | $79,510 | $160,055-50.3% | $140,016-43.2% | $135,375-41.3% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -1.34% | 911.38%-912.7pp | 651.12%-652.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $2,601 | $6,420-59.5% | $5,606-53.6% | $4,779-45.6% |
| Participant deferral / active EE | $4,492 | $7,642-41.2% | $6,927-35.2% | $5,609-19.9% |
| Admin fee / account holder | $1,301 | $13,328-90.2% | $10,705-87.8% | $10,827-88.0% |