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 | $85,322 | $82,664+3.2% | $125,339-31.9% | $68,494+24.6% |
| Participation rate | 82.2% | 75.0%+7.2pp | 82.4%-0.1pp | 67.9%+14.3pp |
| Annual return | -15.62% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,270 | $3,381-3.3% | $4,814-32.1% | $2,596+26.0% |
| Participant deferral / active EE | $5,369 | $6,110-12.1% | $7,446-27.9% | $4,027+33.3% |
| Admin fee / account holder | $503 | $6,275-92.0% | $10,010-95.0% | $5,403-90.7% |