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 | $61,328 | $144,119-57.4% | $117,854-48.0% | $147,584-58.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.71% | 531.15%-514.4pp | 335.08%-318.4pp | 578.55%-561.8pp |
| Employer contribution / active EE | $3,169 | $4,896-35.3% | $3,786-16.3% | $4,876-35.0% |
| Participant deferral / active EE | $10,536 | $5,316+98.2% | $4,482+135.1% | $5,439+93.7% |
| Admin fee / account holder | $2,845 | $10,886-73.9% | $8,020-64.5% | $10,885-73.9% |