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 | $54,557 | $209,832-74.0% | $189,513-71.2% | $167,490-67.4% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 10.76% | 748.27%-737.5pp | 555.15%-544.4pp | 478.56%-467.8pp |
| Employer contribution / active EE | $2,641 | $6,914-61.8% | $6,162-57.1% | $4,837-45.4% |
| Participant deferral / active EE | $6,009 | $8,935-32.7% | $8,221-26.9% | $6,341-5.2% |
| Admin fee / account holder | $880 | $14,293-93.8% | $12,045-92.7% | $12,309-92.8% |