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 | $68,481 | $109,817-37.6% | $98,442-30.4% | $167,490-59.1% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 19.33% | 1956.69%-1937.4pp | 1492.73%-1473.4pp | 478.56%-459.2pp |
| Employer contribution / active EE | $1,145 | $3,224-64.5% | $2,960-61.3% | $4,837-76.3% |
| Participant deferral / active EE | $7,229 | $4,673+54.7% | $4,276+69.0% | $6,341+14.0% |
| Admin fee / account holder | $4,062 | $6,753-39.8% | $5,949-31.7% | $12,309-67.0% |