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 | $219,107 | $84,695+158.7% | $73,843+196.7% | $125,391+74.7% |
| Participation rate | 95.0% | 76.8%+18.2pp | 73.4%+21.6pp | 83.2%+11.8pp |
| Annual return | 2.15% | 3123.53%-3121.4pp | 2267.84%-2265.7pp | 282.22%-280.1pp |
| Employer contribution / active EE | $2,551 | $3,123-18.3% | $2,787-8.5% | $4,866-47.6% |
| Participant deferral / active EE | $2,680 | $3,992-32.9% | $3,583-25.2% | $5,352-49.9% |
| Admin fee / account holder | $1,572 | $5,691-72.4% | $4,880-67.8% | $9,540-83.5% |