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 | $94,057 | $95,971-2.0% | $74,550+26.2% | $135,375-30.5% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -5.79% | 56.96%-62.8pp | 32.53%-38.3pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,695 | $2,716-37.6% | $1,961-13.6% | $4,779-64.5% |
| Participant deferral / active EE | $2,525 | $3,843-34.3% | $3,108-18.8% | $5,609-55.0% |
| Admin fee / account holder | $3,918 | $6,522-39.9% | $5,060-22.6% | $10,827-63.8% |