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 | $59,384 | $88,751-33.1% | $81,812-27.4% | $145,922-59.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.55% | 1025.40%-1009.8pp | 773.79%-758.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,993 | $3,083+29.5% | $2,912+37.1% | $4,660-14.3% |
| Participant deferral / active EE | $7,400 | $4,643+59.4% | $4,319+71.4% | $6,688+10.7% |
| Admin fee / account holder | $603 | $8,415-92.8% | $7,386-91.8% | $13,397-95.5% |