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 | $63,710 | $150,440-57.7% | $136,294-53.3% | $147,584-56.8% |
| Participation rate | 85.0% | 84.4%+0.6pp | 81.9%+3.1pp | 82.8%+2.2pp |
| Annual return | 18.23% | 1049.08%-1030.9pp | 5155.94%-5137.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,540 | $5,256-51.7% | $4,695-45.9% | $4,876-47.9% |
| Participant deferral / active EE | $3,485 | $6,630-47.4% | $6,247-44.2% | $5,439-35.9% |
| Admin fee / account holder | $5,117 | $10,905-53.1% | $9,243-44.6% | $10,885-53.0% |