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 | $158,513 | $54,350+191.7% | $82,719+91.6% | $68,494+131.4% |
| Participation rate | 92.3% | 63.9%+28.4pp | 72.6%+19.8pp | 67.9%+24.4pp |
| Annual return | -18.76% | -13.67%-5.1pp | 701.18%-719.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,738 | $2,218+23.4% | $3,009-9.0% | $2,596+5.5% |
| Participant deferral / active EE | $7,866 | $3,246+142.3% | $4,395+79.0% | $4,027+95.3% |
| Admin fee / account holder | $3,486 | $4,395-20.7% | $5,329-34.6% | $5,403-35.5% |