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 | $79,075 | $91,538-13.6% | $129,995-39.2% | $75,163+5.2% |
| Participation rate | 92.9% | 71.4%+21.4pp | 78.5%+14.4pp | 67.2%+25.7pp |
| Annual return | 13.58% | -631.11%+644.7pp | -137.18%+150.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $3,439 | $2,845+20.9% | $4,320-20.4% | $2,670+28.8% |
| Participant deferral / active EE | $7,614 | $4,341+75.4% | $5,820+30.8% | $4,125+84.6% |
| Admin fee / account holder | $2,861 | $6,790-57.9% | $10,614-73.0% | $5,651-49.4% |