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 | $29,801 | $99,020-69.9% | $86,590-65.6% | $147,584-79.8% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 25.83% | 1312.34%-1286.5pp | 964.84%-939.0pp | 578.55%-552.7pp |
| Employer contribution / active EE | $3,758 | $3,132+20.0% | $2,839+32.4% | $4,876-22.9% |
| Participant deferral / active EE | $7,250 | $3,972+82.5% | $3,609+100.9% | $5,439+33.3% |
| Admin fee / account holder | $830 | $5,710-85.5% | $4,906-83.1% | $10,885-92.4% |