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 | $46,458 | $183,963-74.7% | $162,163-71.4% | $152,861-69.6% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.6%-17.6pp | 82.4%-12.4pp |
| Annual return | 18.91% | 150.76%-131.9pp | 115.59%-96.7pp | 345.32%-326.4pp |
| Employer contribution / active EE | $5,455 | $6,371-14.4% | $5,614-2.8% | $4,762+14.5% |
| Participant deferral / active EE | $4,395 | $8,034-45.3% | $7,298-39.8% | $5,850-24.9% |
| Admin fee / account holder | $432 | $13,121-96.7% | $10,843-96.0% | $11,596-96.3% |