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 | $24,969 | $100,852-75.2% | $90,404-72.4% | $158,922-84.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 17.65% | 1724.20%-1706.6pp | 1293.02%-1275.4pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,176 | $3,689-41.0% | $3,262-33.3% | $4,761-54.3% |
| Participant deferral / active EE | $3,617 | $4,348-16.8% | $3,963-8.7% | $5,982-39.5% |
| Admin fee / account holder | $1,081 | $6,501-83.4% | $5,611-80.7% | $11,246-90.4% |