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 | $109,963 | $183,963-40.2% | $162,163-32.2% | $152,861-28.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 223.58% | 150.76%+72.8pp | 115.59%+108.0pp | 345.32%-121.7pp |
| Employer contribution / active EE | $2,334 | $6,371-63.4% | $5,614-58.4% | $4,762-51.0% |
| Participant deferral / active EE | $5,677 | $8,034-29.3% | $7,298-22.2% | $5,850-3.0% |
| Admin fee / account holder | $1,971 | $13,121-85.0% | $10,843-81.8% | $11,596-83.0% |