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 | $83,181 | $91,538-9.1% | $129,995-36.0% | $75,163+10.7% |
| Participation rate | 76.2% | 71.4%+4.8pp | 78.5%-2.3pp | 67.2%+9.0pp |
| Annual return | 19.27% | -631.11%+650.4pp | -137.18%+156.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $3,113 | $2,845+9.4% | $4,320-27.9% | $2,670+16.6% |
| Participant deferral / active EE | $9,376 | $4,341+116.0% | $5,820+61.1% | $4,125+127.3% |
| Admin fee / account holder | $5,006 | $6,790-26.3% | $10,614-52.8% | $5,651-11.4% |