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 | $81,612 | $133,958-39.1% | $112,228-27.3% | $134,475-39.3% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -18.08% | 47.11%-65.2pp | 27.45%-45.5pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,555 | $4,038-36.7% | $3,635-29.7% | $4,740-46.1% |
| Participant deferral / active EE | $5,662 | $5,291+7.0% | $4,728+19.8% | $6,400-11.5% |
| Admin fee / account holder | $1,528 | $7,489-79.6% | $6,410-76.2% | $11,426-86.6% |