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 | $29,099 | $99,020-70.6% | $86,590-66.4% | $147,584-80.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.90% | 1312.34%-1301.4pp | 964.84%-953.9pp | 578.55%-567.6pp |
| Employer contribution / active EE | $3,227 | $3,132+3.0% | $2,839+13.7% | $4,876-33.8% |
| Participant deferral / active EE | $5,346 | $3,972+34.6% | $3,609+48.1% | $5,439-1.7% |
| Admin fee / account holder | $674 | $5,710-88.2% | $4,906-86.3% | $10,885-93.8% |