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 | $150,514 | $129,942+15.8% | $104,294+44.3% | $134,475+11.9% |
| Participation rate | 92.9% | 79.5%+13.3pp | 73.3%+19.6pp | 81.2%+11.6pp |
| Annual return | -9.06% | 42.03%-51.1pp | 24.61%-33.7pp | 417.96%-427.0pp |
| Employer contribution / active EE | $3,073 | $4,184-26.6% | $3,372-8.9% | $4,740-35.2% |
| Participant deferral / active EE | $4,118 | $5,588-26.3% | $4,625-11.0% | $6,400-35.7% |
| Admin fee / account holder | $2,363 | $9,323-74.7% | $7,339-67.8% | $11,426-79.3% |