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 | $68,381 | $168,632-59.4% | $147,614-53.7% | $125,391-45.5% |
| Participation rate | 92.3% | 88.8%+3.5pp | 84.6%+7.7pp | 83.2%+9.1pp |
| Annual return | -1.12% | 77.65%-78.8pp | 61.98%-63.1pp | 282.22%-283.3pp |
| Employer contribution / active EE | $6,290 | $6,252+0.6% | $5,564+13.0% | $4,866+29.3% |
| Participant deferral / active EE | $2,297 | $5,507-58.3% | $4,895-53.1% | $5,352-57.1% |
| Admin fee / account holder | $8,709 | $13,580-35.9% | $11,611-25.0% | $9,540-8.7% |