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 | $80,902 | $133,958-39.6% | $112,228-27.9% | $134,475-39.8% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -17.15% | 47.11%-64.3pp | 27.45%-44.6pp | 417.96%-435.1pp |
| Employer contribution / active EE | $5,855 | $4,038+45.0% | $3,635+61.1% | $4,740+23.5% |
| Participant deferral / active EE | $6,899 | $5,291+30.4% | $4,728+45.9% | $6,400+7.8% |
| Admin fee / account holder | $2,594 | $7,489-65.4% | $6,410-59.5% | $11,426-77.3% |