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 | $91,012 | $57,354+58.7% | $83,848+8.5% | $64,186+41.8% |
| Participation rate | 82.2% | 68.6%+13.6pp | 76.1%+6.1pp | 69.6%+12.7pp |
| Annual return | -4.67% | 11.38%-16.0pp | 850.88%-855.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,489 | $2,545-41.5% | $3,631-59.0% | $2,381-37.5% |
| Participant deferral / active EE | $2,516 | $2,993-16.0% | $4,082-38.4% | $3,470-27.5% |
| Admin fee / account holder | $21,065 | $4,046+420.7% | $5,478+284.5% | $4,888+330.9% |