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 3-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 | $27,830 | $88,751-68.6% | $81,812-66.0% | $145,922-80.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 23.49% | 1025.40%-1001.9pp | 773.79%-750.3pp | 561.29%-537.8pp |
| Employer contribution / active EE | $2,976 | $3,083-3.5% | $2,912+2.2% | $4,660-36.1% |
| Participant deferral / active EE | $5,780 | $4,643+24.5% | $4,319+33.8% | $6,688-13.6% |
| Admin fee / account holder | $1,112 | $8,415-86.8% | $7,386-84.9% | $13,397-91.7% |