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 | $30,007 | $159,901-81.2% | $146,958-79.6% | $145,922-79.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 10.33% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,903 | $5,286-26.2% | $4,933-20.9% | $4,660-16.2% |
| Participant deferral / active EE | $2,945 | $8,428-65.1% | $8,070-63.5% | $6,688-56.0% |
| Admin fee / account holder | $3,446 | $15,044-77.1% | $12,998-73.5% | $13,397-74.3% |