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 | $100,910 | $95,971+5.1% | $74,550+35.4% | $135,375-25.5% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -3.16% | 56.96%-60.1pp | 32.53%-35.7pp | 519.73%-522.9pp |
| Employer contribution / active EE | $3,073 | $2,716+13.1% | $1,961+56.7% | $4,779-35.7% |
| Participant deferral / active EE | $6,920 | $3,843+80.0% | $3,108+122.6% | $5,609+23.4% |
| Admin fee / account holder | $458 | $6,522-93.0% | $5,060-90.9% | $10,827-95.8% |