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 | $64,342 | $100,852-36.2% | $90,404-28.8% | $158,922-59.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 9.72% | 1724.20%-1714.5pp | 1293.02%-1283.3pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,326 | $3,689-64.1% | $3,262-59.3% | $4,761-72.1% |
| Participant deferral / active EE | $4,940 | $4,348+13.6% | $3,963+24.6% | $5,982-17.4% |
| Admin fee / account holder | $709 | $6,501-89.1% | $5,611-87.4% | $11,246-93.7% |