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 | $30,662 | $57,281-46.5% | $86,612-64.6% | $75,163-59.2% |
| Participation rate | 75.0% | 63.2%+11.8pp | 71.7%+3.3pp | 67.2%+7.8pp |
| Annual return | 19.72% | 2670.75%-2651.0pp | 591.07%-571.4pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,820 | $2,314+21.8% | $3,022-6.7% | $2,670+5.6% |
| Participant deferral / active EE | $4,436 | $3,318+33.7% | $4,4380% | $4,125+7.5% |
| Admin fee / account holder | $2,905 | $4,112-29.4% | $5,614-48.3% | $5,651-48.6% |