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 | $29,008 | $138,065-79.0% | $123,544-76.5% | $135,375-78.6% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -6.93% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $5,585 | $5,151+8.4% | $4,628+20.7% | $4,779+16.9% |
| Participant deferral / active EE | $9,377 | $6,799+37.9% | $6,426+45.9% | $5,609+67.2% |
| Admin fee / account holder | $765 | $10,916-93.0% | $9,284-91.8% | $10,827-92.9% |