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 | $194,798 | $106,543+82.8% | $91,220+113.5% | $134,475+44.9% |
| Participation rate | 70.0% | 76.8%-6.8pp | 73.2%-3.2pp | 81.2%-11.2pp |
| Annual return | -18.44% | 160.60%-179.0pp | 114.01%-132.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,642 | $3,331-20.7% | $2,850-7.3% | $4,740-44.3% |
| Participant deferral / active EE | $4,307 | $4,719-8.7% | $4,234+1.7% | $6,400-32.7% |
| Admin fee / account holder | $3,320 | $6,231-46.7% | $5,420-38.7% | $11,426-70.9% |