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 | $58,177 | $58,927-1.3% | $76,817-24.3% | $72,985-20.3% |
| Participation rate | 86.0% | 67.3%+18.7pp | 72.1%+14.0pp | 69.5%+16.6pp |
| Annual return | 17.73% | 2305.64%-2287.9pp | 1166.11%-1148.4pp | 81.00%-63.3pp |
| Employer contribution / active EE | $816 | $1,787-54.3% | $2,302-64.5% | $2,440-66.6% |
| Participant deferral / active EE | $1,899 | $2,690-29.4% | $3,336-43.1% | $3,607-47.4% |
| Admin fee / account holder | $3,919 | $4,013-2.3% | $6,420-39.0% | $5,124-23.5% |