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 | $47,473 | $150,440-68.4% | $136,294-65.2% | $147,584-67.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 17.51% | 1049.08%-1031.6pp | 5155.94%-5138.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $3,304 | $5,256-37.1% | $4,695-29.6% | $4,876-32.2% |
| Participant deferral / active EE | $6,272 | $6,630-5.4% | $6,247+0.4% | $5,439+15.3% |
| Admin fee / account holder | $426 | $10,905-96.1% | $9,243-95.4% | $10,885-96.1% |