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 | $155,814 | $82,664+88.5% | $125,339+24.3% | $68,494+127.5% |
| Participation rate | 97.1% | 75.0%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -16.35% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,921 | $3,381+16.0% | $4,814-18.5% | $2,596+51.0% |
| Participant deferral / active EE | $8,949 | $6,110+46.4% | $7,446+20.2% | $4,027+122.2% |
| Admin fee / account holder | $3,157 | $6,275-49.7% | $10,010-68.5% | $5,403-41.6% |