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 | $95,104 | $70,587+34.7% | $124,672-23.7% | $85,850+10.8% |
| Participation rate | 79.5% | 64.4%+15.1pp | 74.6%+4.9pp | 69.3%+10.2pp |
| Annual return | 12.03% | 20688.83%-20676.8pp | 5142.93%-5130.9pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,497 | $1,913-21.8% | $3,324-55.0% | $2,565-41.6% |
| Participant deferral / active EE | $4,192 | $2,969+41.2% | $4,614-9.2% | $3,952+6.1% |
| Admin fee / account holder | $4,731 | $5,282-10.4% | $7,493-36.9% | $6,260-24.4% |