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 | $117,473 | $82,664+42.1% | $125,339-6.3% | $68,494+71.5% |
| Participation rate | 83.7% | 75.0%+8.7pp | 82.4%+1.4pp | 67.9%+15.8pp |
| Annual return | -17.50% | -5.97%-11.5pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $5,882 | $3,381+74.0% | $4,814+22.2% | $2,596+126.6% |
| Participant deferral / active EE | $10,776 | $6,110+76.4% | $7,446+44.7% | $4,027+167.6% |
| Admin fee / account holder | $5,475 | $6,275-12.8% | $10,010-45.3% | $5,403+1.3% |