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 | $100,076 | $58,927+69.8% | $76,817+30.3% | $72,985+37.1% |
| Participation rate | 76.1% | 67.3%+8.7pp | 72.1%+4.0pp | 69.5%+6.6pp |
| Annual return | 20.06% | 2305.64%-2285.6pp | 1166.11%-1146.0pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,315 | $1,787-26.4% | $2,302-42.9% | $2,440-46.1% |
| Participant deferral / active EE | $3,497 | $2,690+30.0% | $3,336+4.8% | $3,607-3.1% |
| Admin fee / account holder | $9,792 | $4,013+144.0% | $6,420+52.5% | $5,124+91.1% |