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 | $137,308 | $95,971+43.1% | $74,550+84.2% | $135,375+1.4% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -2.85% | 56.96%-59.8pp | 32.53%-35.4pp | 519.73%-522.6pp |
| Employer contribution / active EE | $4,498 | $2,716+65.6% | $1,961+129.4% | $4,779-5.9% |
| Participant deferral / active EE | $7,746 | $3,843+101.5% | $3,108+149.2% | $5,609+38.1% |
| Admin fee / account holder | $1,697 | $6,522-74.0% | $5,060-66.5% | $10,827-84.3% |