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 | $156,655 | $82,664+89.5% | $125,339+25.0% | $68,494+128.7% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -12.87% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $3,591 | $3,381+6.2% | $4,814-25.4% | $2,596+38.3% |
| Participant deferral / active EE | $7,117 | $6,110+16.5% | $7,446-4.4% | $4,027+76.7% |
| Admin fee / account holder | $2,037 | $6,275-67.5% | $10,010-79.7% | $5,403-62.3% |