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 | $30,782 | $150,440-79.5% | $136,294-77.4% | $147,584-79.1% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 17.30% | 1049.08%-1031.8pp | 5155.94%-5138.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $3,333 | $5,256-36.6% | $4,695-29.0% | $4,876-31.6% |
| Participant deferral / active EE | $8,092 | $6,630+22.0% | $6,247+29.5% | $5,439+48.8% |
| Admin fee / account holder | $1,823 | $10,905-83.3% | $9,243-80.3% | $10,885-83.3% |