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 | $193,995 | $138,044+40.5% | $125,339+54.8% | $134,475+44.3% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -17.02% | 750.33%-767.3pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $6,555 | $5,243+25.0% | $4,814+36.2% | $4,740+38.3% |
| Participant deferral / active EE | $4,645 | $7,799-40.4% | $7,446-37.6% | $6,400-27.4% |
| Admin fee / account holder | $868 | $11,571-92.5% | $10,010-91.3% | $11,426-92.4% |