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 | $179,247 | $138,044+29.8% | $125,339+43.0% | $134,475+33.3% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -17.90% | 750.33%-768.2pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,920 | $5,243-63.4% | $4,814-60.1% | $4,740-59.5% |
| Participant deferral / active EE | $6,302 | $7,799-19.2% | $7,446-15.4% | $6,400-1.5% |
| Admin fee / account holder | $1,771 | $11,571-84.7% | $10,010-82.3% | $11,426-84.5% |