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 | $89,397 | $67,331+32.8% | $60,874+46.9% | $134,475-33.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -14.25% | 49.93%-64.2pp | 16.90%-31.1pp | 417.96%-432.2pp |
| Employer contribution / active EE | $4,200 | $3,096+35.7% | $2,701+55.5% | $4,740-11.4% |
| Participant deferral / active EE | $12,442 | $4,538+174.1% | $3,817+226.0% | $6,400+94.4% |
| Admin fee / account holder | $8,034 | $4,582+75.3% | $3,224+149.2% | $11,426-29.7% |