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 | $79,770 | $109,817-27.4% | $98,442-19.0% | $167,490-52.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 19.40% | 1956.69%-1937.3pp | 1492.73%-1473.3pp | 478.56%-459.2pp |
| Employer contribution / active EE | $2,345 | $3,224-27.3% | $2,960-20.8% | $4,837-51.5% |
| Participant deferral / active EE | $4,421 | $4,673-5.4% | $4,276+3.4% | $6,341-30.3% |
| Admin fee / account holder | $2,346 | $6,753-65.3% | $5,949-60.6% | $12,309-80.9% |