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 | $139,225 | $95,971+45.1% | $74,550+86.8% | $135,375+2.8% |
| Participation rate | 92.3% | 75.7%+16.7pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | -6.45% | 56.96%-63.4pp | 32.53%-39.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,513 | $2,716-44.3% | $1,961-22.9% | $4,779-68.3% |
| Participant deferral / active EE | $8,128 | $3,843+111.5% | $3,108+161.5% | $5,609+44.9% |
| Admin fee / account holder | $9,613 | $6,522+47.4% | $5,060+90.0% | $10,827-11.2% |