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 | $80,381 | $158,398-49.3% | $126,539-36.5% | $142,382-43.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.07% | 593.76%-576.7pp | 425.95%-408.9pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,024 | $4,650-35.0% | $3,674-17.7% | $4,299-29.7% |
| Participant deferral / active EE | $4,102 | $4,767-14.0% | $4,083+0.5% | $6,507-37.0% |
| Admin fee / account holder | $7,160 | $6,918+3.5% | $6,065+18.1% | $12,624-43.3% |