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 | $225,176 | $88,594+154.2% | $70,092+221.3% | $134,475+67.4% |
| Participation rate | 78.9% | 74.9%+4.0pp | 70.5%+8.5pp | 81.2%-2.3pp |
| Annual return | -17.40% | 442.67%-460.1pp | 190.73%-208.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,117 | $3,233-3.6% | $2,559+21.8% | $4,740-34.2% |
| Participant deferral / active EE | $3,846 | $4,772-19.4% | $3,849-0.1% | $6,400-39.9% |
| Admin fee / account holder | $17,239 | $10,441+65.1% | $6,267+175.1% | $11,426+50.9% |