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 | $33,373 | $99,020-66.3% | $86,590-61.5% | $147,584-77.4% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 20.82% | 1312.34%-1291.5pp | 964.84%-944.0pp | 578.55%-557.7pp |
| Employer contribution / active EE | $5,912 | $3,132+88.8% | $2,839+108.2% | $4,876+21.2% |
| Participant deferral / active EE | $12,330 | $3,972+210.4% | $3,609+241.7% | $5,439+126.7% |
| Admin fee / account holder | $357 | $5,710-93.8% | $4,906-92.7% | $10,885-96.7% |