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 | $149,115 | $78,694+89.5% | $67,652+120.4% | $125,391+18.9% |
| Participation rate | 93.8% | 78.8%+14.9pp | 75.7%+18.1pp | 83.2%+10.6pp |
| Annual return | -1.87% | 9.46%-11.3pp | 6625.04%-6626.9pp | 282.22%-284.1pp |
| Employer contribution / active EE | $2,333 | $3,044-23.4% | $2,266+3.0% | $4,866-52.1% |
| Participant deferral / active EE | $3,939 | $4,292-8.2% | $3,560+10.7% | $5,352-26.4% |
| Admin fee / account holder | $5,567 | $7,403-24.8% | $4,821+15.5% | $9,540-41.6% |