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 | $91,115 | $102,604-11.2% | $86,188+5.7% | $139,434-34.7% |
| Participation rate | 81.0% | 74.5%+6.5pp | 69.0%+12.0pp | 80.3%+0.6pp |
| Annual return | 20.56% | 1922.51%-1901.9pp | 1168.45%-1147.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,353 | $3,032-22.4% | $2,380-1.1% | $4,751-50.5% |
| Participant deferral / active EE | $6,225 | $4,676+33.1% | $3,985+56.2% | $6,710-7.2% |
| Admin fee / account holder | $1,561 | $8,657-82.0% | $6,852-77.2% | $11,403-86.3% |