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 | $65,278 | $75,828-13.9% | $147,614-55.8% | $59,632+9.5% |
| Participation rate | 87.9% | 71.6%+16.3pp | 84.6%+3.3pp | 68.7%+19.2pp |
| Annual return | -1.87% | 0.37%-2.2pp | 61.98%-63.9pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $2,480 | $3,485-28.8% | $5,564-55.4% | $2,203+12.6% |
| Participant deferral / active EE | $4,121 | $3,130+31.6% | $4,895-15.8% | $3,192+29.1% |
| Admin fee / account holder | $585 | $5,985-90.2% | $11,611-95.0% | $4,297-86.4% |