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 | $79,015 | $185,200-57.3% | $142,863-44.7% | $167,490-52.8% |
| Participation rate | 75.0% | 78.4%-3.4pp | 71.9%+3.1pp | 82.1%-7.1pp |
| Annual return | 58.03% | 8555.70%-8497.7pp | 5637.54%-5579.5pp | 478.56%-420.5pp |
| Employer contribution / active EE | $4,617 | $5,604-17.6% | $4,144+11.4% | $4,837-4.6% |
| Participant deferral / active EE | $5,670 | $4,494+26.2% | $3,837+47.8% | $6,341-10.6% |
| Admin fee / account holder | $5,470 | $8,031-31.9% | $6,560-16.6% | $12,309-55.6% |