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 | $75,989 | $76,0000% | $154,107-50.7% | $64,186+18.4% |
| Participation rate | 93.1% | 70.4%+22.7pp | 83.0%+10.1pp | 69.6%+23.5pp |
| Annual return | -3.27% | 30.32%-33.6pp | 735.12%-738.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $3,527 | $3,351+5.2% | $5,298-33.4% | $2,381+48.1% |
| Participant deferral / active EE | $7,812 | $3,175+146.0% | $5,081+53.8% | $3,470+125.1% |
| Admin fee / account holder | $1,391 | $5,596-75.1% | $13,411-89.6% | $4,888-71.5% |