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 | $83,439 | $169,032-50.6% | $129,207-35.4% | $145,922-42.8% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.6%+1.8pp | 80.3%-8.8pp |
| Annual return | 14.17% | 14330.11%-14315.9pp | 9417.33%-9403.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,153 | $5,537-79.2% | $4,153-72.2% | $4,660-75.2% |
| Participant deferral / active EE | $2,759 | $4,987-44.7% | $4,168-33.8% | $6,688-58.7% |
| Admin fee / account holder | $2,230 | $9,954-77.6% | $7,715-71.1% | $13,397-83.4% |