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 | $81,492 | $152,509-46.6% | $117,472-30.6% | $134,475-39.4% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -18.96% | 52.99%-71.9pp | 29.74%-48.7pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,064 | $5,571-45.0% | $4,176-26.6% | $4,740-35.4% |
| Participant deferral / active EE | $9,148 | $4,818+89.9% | $4,070+124.8% | $6,400+42.9% |
| Admin fee / account holder | $1,256 | $7,004-82.1% | $5,645-77.8% | $11,426-89.0% |