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 | $56,759 | $150,440-62.3% | $136,294-58.4% | $147,584-61.5% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 16.29% | 1049.08%-1032.8pp | 5155.94%-5139.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,840 | $5,256-46.0% | $4,695-39.5% | $4,876-41.8% |
| Participant deferral / active EE | $5,261 | $6,630-20.7% | $6,247-15.8% | $5,439-3.3% |
| Admin fee / account holder | $3,188 | $10,905-70.8% | $9,243-65.5% | $10,885-70.7% |