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 | $88,137 | $156,846-43.8% | $121,098-27.2% | $139,434-36.8% |
| Participation rate | 77.8% | 76.4%+1.4pp | 69.5%+8.3pp | 80.3%-2.5pp |
| Annual return | 17.59% | 1474.56%-1457.0pp | 985.75%-968.2pp | 372.94%-355.4pp |
| Employer contribution / active EE | $4,056 | $5,536-26.7% | $4,164-2.6% | $4,751-14.6% |
| Participant deferral / active EE | $6,128 | $4,844+26.5% | $4,080+50.2% | $6,710-8.7% |
| Admin fee / account holder | $380 | $6,946-94.5% | $5,644-93.3% | $11,403-96.7% |