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 | $179,712 | $133,958+34.2% | $112,228+60.1% | $134,475+33.6% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.1%+6.2pp | 81.2%0pp |
| Annual return | -15.23% | 47.11%-62.3pp | 27.45%-42.7pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,990 | $4,038-1.2% | $3,635+9.8% | $4,740-15.8% |
| Participant deferral / active EE | $11,594 | $5,291+119.2% | $4,728+145.2% | $6,400+81.2% |
| Admin fee / account holder | $32,244 | $7,489+330.6% | $6,410+403.0% | $11,426+182.2% |