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 | $92,206 | $154,117-40.2% | $129,995-29.1% | $139,434-33.9% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 75.58% | 32.48%+43.1pp | -137.18%+212.8pp | 372.94%-297.4pp |
| Employer contribution / active EE | $1,353 | $5,289-74.4% | $4,320-68.7% | $4,751-71.5% |
| Participant deferral / active EE | $6,001 | $6,710-10.6% | $5,820+3.1% | $6,710-10.6% |
| Admin fee / account holder | $1,451 | $14,007-89.6% | $10,614-86.3% | $11,403-87.3% |