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 | $205,091 | $78,694+160.6% | $67,652+203.2% | $125,391+63.6% |
| Participation rate | 85.7% | 78.8%+6.9pp | 75.7%+10.1pp | 83.2%+2.5pp |
| Annual return | -0.97% | 9.46%-10.4pp | 6625.04%-6626.0pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,772 | $3,044-41.8% | $2,266-21.8% | $4,866-63.6% |
| Participant deferral / active EE | $3,653 | $4,292-14.9% | $3,560+2.6% | $5,352-31.7% |
| Admin fee / account holder | $2,052 | $7,403-72.3% | $4,821-57.4% | $9,540-78.5% |