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 | $106,626 | $54,350+96.2% | $82,719+28.9% | $68,494+55.7% |
| Participation rate | 84.8% | 63.9%+20.9pp | 72.6%+12.3pp | 67.9%+17.0pp |
| Annual return | -16.46% | -13.67%-2.8pp | 701.18%-717.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,156 | $2,218-2.8% | $3,009-28.4% | $2,596-17.0% |
| Participant deferral / active EE | $6,298 | $3,246+94.0% | $4,395+43.3% | $4,027+56.4% |
| Admin fee / account holder | $303 | $4,395-93.1% | $5,329-94.3% | $5,403-94.4% |