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 | $84,347 | $158,398-46.7% | $126,539-33.3% | $142,382-40.8% |
| Participation rate | 89.5% | 75.8%+13.7pp | 69.8%+19.7pp | 80.1%+9.4pp |
| Annual return | 11.66% | 593.76%-582.1pp | 425.95%-414.3pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,516 | $4,650-45.9% | $3,674-31.5% | $4,299-41.5% |
| Participant deferral / active EE | $5,747 | $4,767+20.6% | $4,083+40.8% | $6,507-11.7% |
| Admin fee / account holder | $7,400 | $6,918+7.0% | $6,065+22.0% | $12,624-41.4% |