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 | $197,633 | $88,751+122.7% | $81,812+141.6% | $145,922+35.4% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 9.75% | 1025.40%-1015.7pp | 773.79%-764.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,268 | $3,083-26.4% | $2,912-22.1% | $4,660-51.3% |
| Participant deferral / active EE | $6,742 | $4,643+45.2% | $4,319+56.1% | $6,688+0.8% |
| Admin fee / account holder | $19,116 | $8,415+127.2% | $7,386+158.8% | $13,397+42.7% |