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 | $60,921 | $88,751-31.4% | $81,812-25.5% | $145,922-58.3% |
| Participation rate | 87.0% | 75.0%+11.9pp | 72.3%+14.6pp | 80.3%+6.7pp |
| Annual return | 16.59% | 1025.40%-1008.8pp | 773.79%-757.2pp | 561.29%-544.7pp |
| Employer contribution / active EE | $842 | $3,083-72.7% | $2,912-71.1% | $4,660-81.9% |
| Participant deferral / active EE | $3,230 | $4,643-30.4% | $4,319-25.2% | $6,688-51.7% |
| Admin fee / account holder | $5,635 | $8,415-33.0% | $7,386-23.7% | $13,397-57.9% |