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 | $53,248 | $129,942-59.0% | $104,294-48.9% | $134,475-60.4% |
| Participation rate | 91.7% | 79.5%+12.1pp | 73.3%+18.4pp | 81.2%+10.4pp |
| Annual return | -11.57% | 42.03%-53.6pp | 24.61%-36.2pp | 417.96%-429.5pp |
| Employer contribution / active EE | $3,693 | $4,184-11.7% | $3,372+9.5% | $4,740-22.1% |
| Participant deferral / active EE | $6,772 | $5,588+21.2% | $4,625+46.4% | $6,400+5.8% |
| Admin fee / account holder | $2,765 | $9,323-70.3% | $7,339-62.3% | $11,426-75.8% |