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 | $228,254 | $92,703+146.2% | $82,719+175.9% | $134,475+69.7% |
| Participation rate | 78.6% | 75.2%+3.4pp | 72.6%+6.0pp | 81.2%-2.7pp |
| Annual return | -16.13% | 944.92%-961.1pp | 701.18%-717.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,836 | $3,274+17.2% | $3,009+27.5% | $4,740-19.1% |
| Participant deferral / active EE | $9,498 | $4,802+97.8% | $4,395+116.1% | $6,400+48.4% |
| Admin fee / account holder | $3,567 | $5,983-40.4% | $5,329-33.1% | $11,426-68.8% |