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 | $216,647 | $109,817+97.3% | $98,442+120.1% | $167,490+29.3% |
| Participation rate | 70.0% | 75.8%-5.8pp | 73.3%-3.3pp | 82.1%-12.1pp |
| Annual return | 9.78% | 1956.69%-1946.9pp | 1492.73%-1482.9pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,673 | $3,224-17.1% | $2,960-9.7% | $4,837-44.8% |
| Participant deferral / active EE | $5,417 | $4,673+15.9% | $4,276+26.7% | $6,341-14.6% |
| Admin fee / account holder | $5,749 | $6,753-14.9% | $5,949-3.4% | $12,309-53.3% |