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 | $93,293 | $91,538+1.9% | $129,995-28.2% | $75,163+24.1% |
| Participation rate | 81.3% | 71.4%+9.8pp | 78.5%+2.8pp | 67.2%+14.1pp |
| Annual return | 22.29% | -631.11%+653.4pp | -137.18%+159.5pp | 160.62%-138.3pp |
| Employer contribution / active EE | $1,146 | $2,845-59.7% | $4,320-73.5% | $2,670-57.1% |
| Participant deferral / active EE | $3,959 | $4,341-8.8% | $5,820-32.0% | $4,125-4.0% |
| Admin fee / account holder | $4,830 | $6,790-28.9% | $10,614-54.5% | $5,651-14.5% |