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 | $63,223 | $158,398-60.1% | $126,539-50.0% | $142,382-55.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 14.40% | 593.76%-579.4pp | 425.95%-411.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,561 | $4,650-23.4% | $3,674-3.1% | $4,299-17.2% |
| Participant deferral / active EE | $9,284 | $4,767+94.8% | $4,083+127.4% | $6,507+42.7% |
| Admin fee / account holder | $572 | $6,918-91.7% | $6,065-90.6% | $12,624-95.5% |