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 | $117,628 | $180,449-34.8% | $154,107-23.7% | $135,375-13.1% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -4.80% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $7,551 | $6,035+25.1% | $5,298+42.5% | $4,779+58.0% |
| Participant deferral / active EE | $4,023 | $5,806-30.7% | $5,081-20.8% | $5,609-28.3% |
| Admin fee / account holder | $1,945 | $16,143-87.9% | $13,411-85.5% | $10,827-82.0% |