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 | $62,051 | $226,064-72.6% | $182,532-66.0% | $152,861-59.4% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.0%+15.8pp | 82.4%+11.3pp |
| Annual return | 24.10% | 192.51%-168.4pp | 148.54%-124.4pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,827 | $4,978-43.2% | $4,076-30.6% | $4,762-40.6% |
| Participant deferral / active EE | $7,022 | $6,368+10.3% | $5,524+27.1% | $5,850+20.0% |
| Admin fee / account holder | $1,155 | $10,703-89.2% | $8,592-86.6% | $11,596-90.0% |