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 | $192,671 | $133,958+43.8% | $112,228+71.7% | $134,475+43.3% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -15.74% | 47.11%-62.9pp | 27.45%-43.2pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,000 | $4,038-25.7% | $3,635-17.5% | $4,740-36.7% |
| Participant deferral / active EE | $7,937 | $5,291+50.0% | $4,728+67.9% | $6,400+24.0% |
| Admin fee / account holder | $38,823 | $7,489+418.4% | $6,410+505.7% | $11,426+239.8% |