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 | $62,677 | $88,751-29.4% | $81,812-23.4% | $145,922-57.0% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 10.38% | 1025.40%-1015.0pp | 773.79%-763.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,157 | $3,083+2.4% | $2,912+8.4% | $4,660-32.3% |
| Participant deferral / active EE | $8,002 | $4,643+72.3% | $4,319+85.3% | $6,688+19.7% |
| Admin fee / account holder | $2,832 | $8,415-66.3% | $7,386-61.7% | $13,397-78.9% |