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 | $60,348 | $99,020-39.1% | $86,590-30.3% | $147,584-59.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 25.97% | 1312.34%-1286.4pp | 964.84%-938.9pp | 578.55%-552.6pp |
| Employer contribution / active EE | $3,297 | $3,132+5.3% | $2,839+16.1% | $4,876-32.4% |
| Participant deferral / active EE | $5,492 | $3,972+38.3% | $3,609+52.2% | $5,439+1.0% |
| Admin fee / account holder | $483 | $5,710-91.5% | $4,906-90.2% | $10,885-95.6% |