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 | $73,239 | $99,020-26.0% | $86,590-15.4% | $147,584-50.4% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 15.59% | 1312.34%-1296.7pp | 964.84%-949.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $3,554 | $3,132+13.5% | $2,839+25.2% | $4,876-27.1% |
| Participant deferral / active EE | $4,597 | $3,972+15.7% | $3,609+27.4% | $5,439-15.5% |
| Admin fee / account holder | $630 | $5,710-89.0% | $4,906-87.2% | $10,885-94.2% |