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 | $64,772 | $202,318-68.0% | $172,739-62.5% | $152,861-57.6% |
| Participation rate | 81.0% | 87.1%-6.1pp | 82.6%-1.7pp | 82.4%-1.5pp |
| Annual return | 21.52% | 1029.65%-1008.1pp | 802.84%-781.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $7,515 | $5,856+28.3% | $5,143+46.1% | $4,762+57.8% |
| Participant deferral / active EE | $3,814 | $5,948-35.9% | $5,198-26.6% | $5,850-34.8% |
| Admin fee / account holder | $3,611 | $17,109-78.9% | $13,954-74.1% | $11,596-68.9% |