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 | $41,509 | $138,044-69.9% | $125,339-66.9% | $134,475-69.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 22.31% | 750.33%-728.0pp | 572.05%-549.7pp | 417.96%-395.7pp |
| Employer contribution / active EE | $3,884 | $5,243-25.9% | $4,814-19.3% | $4,740-18.0% |
| Participant deferral / active EE | $12,067 | $7,799+54.7% | $7,446+62.1% | $6,400+88.6% |
| Admin fee / account holder | $18,541 | $11,571+60.2% | $10,010+85.2% | $11,426+62.3% |