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 | $152,582 | $133,958+13.9% | $112,228+36.0% | $134,475+13.5% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -16.36% | 47.11%-63.5pp | 27.45%-43.8pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,652 | $4,038-9.6% | $3,635+0.5% | $4,740-23.0% |
| Participant deferral / active EE | $6,040 | $5,291+14.2% | $4,728+27.7% | $6,400-5.6% |
| Admin fee / account holder | $7,128 | $7,489-4.8% | $6,410+11.2% | $11,426-37.6% |