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 | $168,154 | $133,958+25.5% | $112,228+49.8% | $134,475+25.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -12.33% | 47.11%-59.4pp | 27.45%-39.8pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,762 | $4,038-31.6% | $3,635-24.0% | $4,740-41.7% |
| Participant deferral / active EE | $4,939 | $5,291-6.7% | $4,728+4.5% | $6,400-22.8% |
| Admin fee / account holder | $28,216 | $7,489+276.8% | $6,410+340.2% | $11,426+146.9% |