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 | $41,274 | $100,852-59.1% | $90,404-54.3% | $158,922-74.0% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 26.02% | 1724.20%-1698.2pp | 1293.02%-1267.0pp | 302.83%-276.8pp |
| Employer contribution / active EE | $5,226 | $3,689+41.7% | $3,262+60.2% | $4,761+9.8% |
| Participant deferral / active EE | $5,226 | $4,348+20.2% | $3,963+31.9% | $5,982-12.6% |
| Admin fee / account holder | $2,857 | $6,501-56.1% | $5,611-49.1% | $11,246-74.6% |