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 | $147,218 | $133,958+9.9% | $112,228+31.2% | $134,475+9.5% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -15.45% | 47.11%-62.6pp | 27.45%-42.9pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,913 | $4,038-3.1% | $3,635+7.7% | $4,740-17.4% |
| Participant deferral / active EE | $8,311 | $5,291+57.1% | $4,728+75.8% | $6,400+29.9% |
| Admin fee / account holder | $45,772 | $7,489+511.2% | $6,410+614.1% | $11,426+300.6% |