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 | $74,597 | $176,662-57.8% | $130,648-42.9% | $152,861-51.2% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.4%-2.4pp |
| Annual return | 22.08% | 2692.24%-2670.2pp | 1708.96%-1686.9pp | 345.32%-323.2pp |
| Employer contribution / active EE | $720 | $5,742-87.5% | $4,092-82.4% | $4,762-84.9% |
| Participant deferral / active EE | $4,853 | $4,361+11.3% | $3,603+34.7% | $5,850-17.0% |
| Admin fee / account holder | $3,550 | $7,133-50.2% | $5,464-35.0% | $11,596-69.4% |