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 | $61,842 | $150,440-58.9% | $136,294-54.6% | $147,584-58.1% |
| Participation rate | 87.0% | 84.4%+2.5pp | 81.9%+5.0pp | 82.8%+4.1pp |
| Annual return | 19.23% | 1049.08%-1029.9pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,908 | $5,256-44.7% | $4,695-38.1% | $4,876-40.4% |
| Participant deferral / active EE | $7,254 | $6,630+9.4% | $6,247+16.1% | $5,439+33.4% |
| Admin fee / account holder | $1,760 | $10,905-83.9% | $9,243-81.0% | $10,885-83.8% |