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 | $145,978 | $97,757+49.3% | $83,848+74.1% | $135,375+7.8% |
| Participation rate | 76.9% | 80.0%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -2.29% | 1287.37%-1289.7pp | 850.88%-853.2pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,310 | $4,222-45.3% | $3,631-36.4% | $4,779-51.7% |
| Participant deferral / active EE | $7,239 | $4,682+54.6% | $4,082+77.4% | $5,609+29.1% |
| Admin fee / account holder | $1,405 | $6,674-78.9% | $5,478-74.4% | $10,827-87.0% |