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 | $63,135 | $99,020-36.2% | $86,590-27.1% | $147,584-57.2% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 16.96% | 1312.34%-1295.4pp | 964.84%-947.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $3,389 | $3,132+8.2% | $2,839+19.4% | $4,876-30.5% |
| Participant deferral / active EE | $8,092 | $3,972+103.7% | $3,609+124.3% | $5,439+48.8% |
| Admin fee / account holder | $621 | $5,710-89.1% | $4,906-87.3% | $10,885-94.3% |