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 7-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 | $140,100 | $133,958+4.6% | $112,228+24.8% | $134,475+4.2% |
| Participation rate | 89.5% | 78.6%+10.9pp | 75.1%+14.4pp | 81.2%+8.3pp |
| Annual return | -15.04% | 47.11%-62.2pp | 27.45%-42.5pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,308 | $4,038-42.8% | $3,635-36.5% | $4,740-51.3% |
| Participant deferral / active EE | $7,368 | $5,291+39.3% | $4,728+55.8% | $6,400+15.1% |
| Admin fee / account holder | $37,717 | $7,489+403.7% | $6,410+488.4% | $11,426+230.1% |