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 | $92,833 | $82,664+12.3% | $125,339-25.9% | $68,494+35.5% |
| Participation rate | 85.4% | 75.0%+10.3pp | 82.4%+3.0pp | 67.9%+17.5pp |
| Annual return | -18.16% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $5,735 | $3,381+69.6% | $4,814+19.1% | $2,596+120.9% |
| Participant deferral / active EE | $7,080 | $6,110+15.9% | $7,446-4.9% | $4,027+75.8% |
| Admin fee / account holder | $591 | $6,275-90.6% | $10,010-94.1% | $5,403-89.1% |