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 | $63,539 | $202,318-68.6% | $172,739-63.2% | $152,861-58.4% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 18.25% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $2,002 | $5,856-65.8% | $5,143-61.1% | $4,762-58.0% |
| Participant deferral / active EE | $4,890 | $5,948-17.8% | $5,198-5.9% | $5,850-16.4% |
| Admin fee / account holder | $23,142 | $17,109+35.3% | $13,954+65.8% | $11,596+99.6% |