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 | $69,829 | $52,519+33.0% | $155,790-55.2% | $59,632+17.1% |
| Participation rate | 91.7% | 61.7%+30.0pp | 76.1%+15.6pp | 68.7%+23.0pp |
| Annual return | -2.19% | 53.51%-55.7pp | 71.54%-73.7pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $2,709 | $1,589+70.5% | $3,836-29.4% | $2,203+23.0% |
| Participant deferral / active EE | $5,887 | $3,084+90.8% | $4,797+22.7% | $3,192+84.4% |
| Admin fee / account holder | $1,175 | $3,540-66.8% | $7,478-84.3% | $4,297-72.6% |