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 | $56,345 | $100,852-44.1% | $90,404-37.7% | $158,922-64.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 20.17% | 1724.20%-1704.0pp | 1293.02%-1272.8pp | 302.83%-282.7pp |
| Employer contribution / active EE | $7,207 | $3,689+95.4% | $3,262+121.0% | $4,761+51.4% |
| Participant deferral / active EE | $8,597 | $4,348+97.7% | $3,963+116.9% | $5,982+43.7% |
| Admin fee / account holder | $3,662 | $6,501-43.7% | $5,611-34.7% | $11,246-67.4% |