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 | $62,017 | $198,466-68.8% | $170,442-63.6% | $147,584-58.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 48.27% | 257.29%-209.0pp | 205.93%-157.7pp | 578.55%-530.3pp |
| Employer contribution / active EE | $1,812 | $6,184-70.7% | $5,433-66.7% | $4,876-62.8% |
| Participant deferral / active EE | $3,102 | $5,629-44.9% | $4,939-37.2% | $5,439-43.0% |
| Admin fee / account holder | $417 | $16,852-97.5% | $13,880-97.0% | $10,885-96.2% |