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 | $84,468 | $180,449-53.2% | $154,107-45.2% | $135,375-37.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -1.02% | 888.09%-889.1pp | 735.12%-736.1pp | 519.73%-520.8pp |
| Employer contribution / active EE | $2,372 | $6,035-60.7% | $5,298-55.2% | $4,779-50.4% |
| Participant deferral / active EE | $4,938 | $5,806-14.9% | $5,081-2.8% | $5,609-12.0% |
| Admin fee / account holder | $1,012 | $16,143-93.7% | $13,411-92.5% | $10,827-90.7% |