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 4-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 | $62,111 | $109,982-43.5% | $97,226-36.1% | $145,922-57.4% |
| Participation rate | 81.8% | 75.9%+5.9pp | 72.7%+9.1pp | 80.3%+1.5pp |
| Annual return | 12.04% | 242.90%-230.9pp | 75.13%-63.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,580 | $3,084-16.3% | $2,729-5.5% | $4,660-44.6% |
| Participant deferral / active EE | $10,460 | $4,676+123.7% | $4,264+145.3% | $6,688+56.4% |
| Admin fee / account holder | $1,003 | $6,221-83.9% | $5,654-82.3% | $13,397-92.5% |