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 | $90,946 | $95,971-5.2% | $74,550+22.0% | $135,375-32.8% |
| Participation rate | 93.3% | 75.7%+17.7pp | 69.1%+24.2pp | 82.6%+10.7pp |
| Annual return | -5.62% | 56.96%-62.6pp | 32.53%-38.2pp | 519.73%-525.4pp |
| Employer contribution / active EE | $895 | $2,716-67.0% | $1,961-54.3% | $4,779-81.3% |
| Participant deferral / active EE | $3,824 | $3,843-0.5% | $3,108+23.0% | $5,609-31.8% |
| Admin fee / account holder | $1,466 | $6,522-77.5% | $5,060-71.0% | $10,827-86.5% |