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 | $103,784 | $70,587+47.0% | $124,672-16.8% | $85,850+20.9% |
| Participation rate | 77.1% | 64.4%+12.7pp | 74.6%+2.5pp | 69.3%+7.8pp |
| Annual return | 20.88% | 20688.83%-20668.0pp | 5142.93%-5122.1pp | 318.53%-297.7pp |
| Employer contribution / active EE | $4,446 | $1,913+132.4% | $3,324+33.8% | $2,565+73.3% |
| Participant deferral / active EE | $4,532 | $2,969+52.7% | $4,614-1.8% | $3,952+14.7% |
| Admin fee / account holder | $4,718 | $5,282-10.7% | $7,493-37.0% | $6,260-24.6% |