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 | $129,411 | $49,177+163.2% | $79,464+62.9% | $64,186+101.6% |
| Participation rate | 92.1% | 65.0%+27.1pp | 73.3%+18.8pp | 69.6%+22.5pp |
| Annual return | -4.08% | -1.16%-2.9pp | 718.14%-722.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,077 | $2,0760% | $2,800-25.8% | $2,381-12.8% |
| Participant deferral / active EE | $4,401 | $2,821+56.0% | $3,704+18.8% | $3,470+26.8% |
| Admin fee / account holder | $5,111 | $3,839+33.1% | $5,1130% | $4,888+4.6% |