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 | $56,323 | $105,181-46.5% | $159,436-64.7% | $85,850-34.4% |
| Participation rate | 84.5% | 75.8%+8.7pp | 82.8%+1.7pp | 69.3%+15.2pp |
| Annual return | 19.41% | 45.07%-25.7pp | 263.57%-244.2pp | 318.53%-299.1pp |
| Employer contribution / active EE | $3,310 | $3,318-0.3% | $4,829-31.5% | $2,565+29.0% |
| Participant deferral / active EE | $7,135 | $5,945+20.0% | $7,352-3.0% | $3,952+80.5% |
| Admin fee / account holder | $3,004 | $6,933-56.7% | $10,799-72.2% | $6,260-52.0% |