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 | $50,148 | $210,648-76.2% | $177,989-71.8% | $145,922-65.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.21% | 385.86%-369.6pp | 294.48%-278.3pp | 561.29%-545.1pp |
| Employer contribution / active EE | $4,899 | $4,565+7.3% | $3,949+24.1% | $4,660+5.1% |
| Participant deferral / active EE | $7,469 | $6,958+7.3% | $6,276+19.0% | $6,688+11.7% |
| Admin fee / account holder | $14,239 | $12,013+18.5% | $10,363+37.4% | $13,397+6.3% |