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 | $74,177 | $56,199+32.0% | $67,652+9.6% | $59,632+24.4% |
| Participation rate | 92.9% | 71.5%+21.4pp | 75.7%+17.2pp | 68.7%+24.2pp |
| Annual return | 0.32% | 18505.31%-18505.0pp | 6625.04%-6624.7pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $2,607 | $1,614+61.5% | $2,266+15.1% | $2,203+18.4% |
| Participant deferral / active EE | $4,223 | $2,844+48.5% | $3,560+18.6% | $3,192+32.3% |
| Admin fee / account holder | $801 | $3,958-79.8% | $4,821-83.4% | $4,297-81.4% |