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 | $79,361 | $78,694+0.8% | $67,652+17.3% | $125,391-36.7% |
| Participation rate | 95.2% | 78.8%+16.4pp | 75.7%+19.6pp | 83.2%+12.0pp |
| Annual return | -0.91% | 9.46%-10.4pp | 6625.04%-6625.9pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,855 | $3,044-6.2% | $2,266+26.0% | $4,866-41.3% |
| Participant deferral / active EE | $3,177 | $4,292-26.0% | $3,560-10.8% | $5,352-40.6% |
| Admin fee / account holder | $2,146 | $7,403-71.0% | $4,821-55.5% | $9,540-77.5% |