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 | $71,832 | $72,400-0.8% | $67,502+6.4% | $145,922-50.8% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 14.72% | 7182.46%-7167.7pp | 3512.12%-3497.4pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,400 | $3,069-21.8% | $2,731-12.1% | $4,660-48.5% |
| Participant deferral / active EE | $2,579 | $4,783-46.1% | $4,000-35.5% | $6,688-61.4% |
| Admin fee / account holder | $2,337 | $5,539-57.8% | $3,998-41.5% | $13,397-82.6% |