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 | $50,217 | $157,256-68.1% | $141,162-64.4% | $152,861-67.1% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 99.79% | 64.32%+35.5pp | 71.39%+28.4pp | 345.32%-245.5pp |
| Employer contribution / active EE | $2,827 | $5,261-46.3% | $4,735-40.3% | $4,762-40.6% |
| Participant deferral / active EE | $5,668 | $7,109-20.3% | $6,709-15.5% | $5,850-3.1% |
| Admin fee / account holder | $9,255 | $12,120-23.6% | $10,261-9.8% | $11,596-20.2% |