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 | $72,576 | $91,538-20.7% | $129,995-44.2% | $75,163-3.4% |
| Participation rate | 72.5% | 71.4%+1.0pp | 78.5%-6.0pp | 67.2%+5.3pp |
| Annual return | 16.25% | -631.11%+647.4pp | -137.18%+153.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,330 | $2,845-18.1% | $4,320-46.0% | $2,670-12.7% |
| Participant deferral / active EE | $5,346 | $4,341+23.2% | $5,820-8.1% | $4,125+29.6% |
| Admin fee / account holder | $2,340 | $6,790-65.5% | $10,614-78.0% | $5,651-58.6% |