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 | $68,772 | $148,978-53.8% | $200,582-65.7% | $84,808-18.9% |
| Participation rate | 87.2% | 84.2%+3.0pp | 86.9%+0.3pp | 68.3%+18.9pp |
| Annual return | 453.36% | 28.16%+425.2pp | 42.33%+411.0pp | 40.90%+412.5pp |
| Employer contribution / active EE | $2,765 | $4,815-42.6% | $6,419-56.9% | $2,631+5.1% |
| Participant deferral / active EE | $6,966 | $7,142-2.5% | $9,331-25.3% | $4,212+65.4% |
| Admin fee / account holder | $1,826 | $13,977-86.9% | $16,305-88.8% | $7,344-75.1% |