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 | $45,775 | $171,865-73.4% | $149,718-69.4% | $147,584-69.0% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 22.07% | 2113.22%-2091.1pp | 1501.63%-1479.6pp | 578.55%-556.5pp |
| Employer contribution / active EE | $4,177 | $6,275-33.4% | $5,445-23.3% | $4,876-14.3% |
| Participant deferral / active EE | $6,600 | $7,271-9.2% | $6,569+0.5% | $5,439+21.4% |
| Admin fee / account holder | $3,114 | $13,799-77.4% | $11,283-72.4% | $10,885-71.4% |