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 | $63,203 | $150,440-58.0% | $136,294-53.6% | $147,584-57.2% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 15.17% | 1049.08%-1033.9pp | 5155.94%-5140.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $3,623 | $5,256-31.1% | $4,695-22.8% | $4,876-25.7% |
| Participant deferral / active EE | $3,642 | $6,630-45.1% | $6,247-41.7% | $5,439-33.0% |
| Admin fee / account holder | $8,090 | $10,905-25.8% | $9,243-12.5% | $10,885-25.7% |