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 | $52,758 | $150,440-64.9% | $136,294-61.3% | $147,584-64.3% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 23.80% | 1049.08%-1025.3pp | 5155.94%-5132.1pp | 578.55%-554.7pp |
| Employer contribution / active EE | $4,585 | $5,256-12.8% | $4,695-2.3% | $4,876-6.0% |
| Participant deferral / active EE | $6,848 | $6,630+3.3% | $6,247+9.6% | $5,439+25.9% |
| Admin fee / account holder | $397 | $10,905-96.4% | $9,243-95.7% | $10,885-96.4% |