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 | $54,958 | $101,317-45.8% | $146,958-62.6% | $74,495-26.2% |
| Participation rate | 73.2% | 75.5%-2.3pp | 82.2%-9.0pp | 67.2%+6.0pp |
| Annual return | 23.83% | 8730.91%-8707.1pp | 418.34%-394.5pp | 1364.94%-1341.1pp |
| Employer contribution / active EE | $3,916 | $3,810+2.8% | $4,933-20.6% | $2,623+49.3% |
| Participant deferral / active EE | $8,047 | $7,303+10.2% | $8,070-0.3% | $4,346+85.2% |
| Admin fee / account holder | $5,344 | $1,739+207.3% | $12,998-58.9% | $1,942+175.2% |