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 | $129,639 | $168,632-23.1% | $147,614-12.2% | $125,391+3.4% |
| Participation rate | 76.5% | 88.8%-12.3pp | 84.6%-8.2pp | 83.2%-6.7pp |
| Annual return | -3.01% | 77.65%-80.7pp | 61.98%-65.0pp | 282.22%-285.2pp |
| Employer contribution / active EE | $2,213 | $6,252-64.6% | $5,564-60.2% | $4,866-54.5% |
| Participant deferral / active EE | $5,203 | $5,507-5.5% | $4,895+6.3% | $5,352-2.8% |
| Admin fee / account holder | $16,591 | $13,580+22.2% | $11,611+42.9% | $9,540+73.9% |