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 | $148,751 | $95,971+55.0% | $74,550+99.5% | $135,375+9.9% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -2.51% | 56.96%-59.5pp | 32.53%-35.0pp | 519.73%-522.2pp |
| Employer contribution / active EE | $872 | $2,716-67.9% | $1,961-55.5% | $4,779-81.7% |
| Participant deferral / active EE | $3,534 | $3,843-8.0% | $3,108+13.7% | $5,609-37.0% |
| Admin fee / account holder | $1,147 | $6,522-82.4% | $5,060-77.3% | $10,827-89.4% |