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 | $120,886 | $82,664+46.2% | $125,339-3.6% | $68,494+76.5% |
| Participation rate | 91.2% | 75.0%+16.1pp | 82.4%+8.8pp | 67.9%+23.3pp |
| Annual return | -16.98% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $7,344 | $3,381+117.2% | $4,814+52.6% | $2,596+182.9% |
| Participant deferral / active EE | $8,233 | $6,110+34.7% | $7,446+10.6% | $4,027+104.4% |
| Admin fee / account holder | $13,370 | $6,275+113.1% | $10,010+33.6% | $5,403+147.5% |