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 | $44,080 | $102,317-56.9% | $146,958-70.0% | $80,856-45.5% |
| Participation rate | 73.0% | 75.8%-2.9pp | 82.2%-9.2pp | 67.6%+5.3pp |
| Annual return | 19.92% | 134.76%-114.8pp | 418.34%-398.4pp | 35.59%-15.7pp |
| Employer contribution / active EE | $2,644 | $3,713-28.8% | $4,933-46.4% | $2,755-4.0% |
| Participant deferral / active EE | $5,093 | $6,644-23.3% | $8,070-36.9% | $4,296+18.6% |
| Admin fee / account holder | $871 | $7,941-89.0% | $12,998-93.3% | $6,918-87.4% |