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 | $106,845 | $210,648-49.3% | $177,989-40.0% | $145,922-26.8% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 9.22% | 385.86%-376.6pp | 294.48%-285.3pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,388 | $4,565-47.7% | $3,949-39.5% | $4,660-48.7% |
| Participant deferral / active EE | $4,872 | $6,958-30.0% | $6,276-22.4% | $6,688-27.1% |
| Admin fee / account holder | $2,498 | $12,013-79.2% | $10,363-75.9% | $13,397-81.4% |