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 | $98,147 | $150,440-34.8% | $136,294-28.0% | $147,584-33.5% |
| Participation rate | 84.2% | 84.4%-0.2pp | 81.9%+2.3pp | 82.8%+1.4pp |
| Annual return | 17.59% | 1049.08%-1031.5pp | 5155.94%-5138.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,732 | $5,256-67.1% | $4,695-63.1% | $4,876-64.5% |
| Participant deferral / active EE | $4,700 | $6,630-29.1% | $6,247-24.8% | $5,439-13.6% |
| Admin fee / account holder | $356 | $10,905-96.7% | $9,243-96.2% | $10,885-96.7% |