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 | $60,651 | $65,561-7.5% | $86,188-29.6% | $75,163-19.3% |
| Participation rate | 70.9% | 60.5%+10.4pp | 69.0%+2.0pp | 67.2%+3.7pp |
| Annual return | 19.80% | 46.05%-26.3pp | 1168.45%-1148.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,594 | $1,553+67.1% | $2,380+9.0% | $2,670-2.8% |
| Participant deferral / active EE | $4,266 | $3,024+41.1% | $3,985+7.0% | $4,125+3.4% |
| Admin fee / account holder | $4,675 | $5,474-14.6% | $6,852-31.8% | $5,651-17.3% |