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 | $58,703 | $210,648-72.1% | $177,989-67.0% | $145,922-59.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.88% | 385.86%-377.0pp | 294.48%-285.6pp | 561.29%-552.4pp |
| Employer contribution / active EE | $4,689 | $4,565+2.7% | $3,949+18.8% | $4,660+0.6% |
| Participant deferral / active EE | $12,071 | $6,958+73.5% | $6,276+92.3% | $6,688+80.5% |
| Admin fee / account holder | $2,965 | $12,013-75.3% | $10,363-71.4% | $13,397-77.9% |