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 | $143,912 | $90,600+58.8% | $79,464+81.1% | $135,375+6.3% |
| Participation rate | 72.2% | 76.0%-3.8pp | 73.3%-1.1pp | 82.6%-10.4pp |
| Annual return | -0.38% | 977.43%-977.8pp | 718.14%-718.5pp | 519.73%-520.1pp |
| Employer contribution / active EE | $2,602 | $3,068-15.2% | $2,800-7.1% | $4,779-45.5% |
| Participant deferral / active EE | $7,496 | $4,050+85.1% | $3,704+102.4% | $5,609+33.6% |
| Admin fee / account holder | $11,023 | $5,907+86.6% | $5,113+115.6% | $10,827+1.8% |