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 | $59,563 | $58,927+1.1% | $76,817-22.5% | $72,985-18.4% |
| Participation rate | 87.8% | 67.3%+20.4pp | 72.1%+15.7pp | 69.5%+18.3pp |
| Annual return | 16.68% | 2305.64%-2289.0pp | 1166.11%-1149.4pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,375 | $1,787-23.0% | $2,302-40.3% | $2,440-43.6% |
| Participant deferral / active EE | $3,883 | $2,690+44.3% | $3,336+16.4% | $3,607+7.6% |
| Admin fee / account holder | $12,889 | $4,013+221.2% | $6,420+100.8% | $5,124+151.5% |