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 | $69,645 | $210,648-66.9% | $177,989-60.9% | $145,922-52.3% |
| Participation rate | 88.2% | 80.8%+7.5pp | 77.1%+11.2pp | 80.3%+8.0pp |
| Annual return | 10.39% | 385.86%-375.5pp | 294.48%-284.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,779 | $4,565-61.0% | $3,949-54.9% | $4,660-61.8% |
| Participant deferral / active EE | $4,331 | $6,958-37.8% | $6,276-31.0% | $6,688-35.2% |
| Admin fee / account holder | $352 | $12,013-97.1% | $10,363-96.6% | $13,397-97.4% |