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 6-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 | $66,550 | $114,381-41.8% | $107,525-38.1% | $142,382-53.3% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.1%+9.9pp | 80.1%+4.9pp |
| Annual return | 19.06% | 242.71%-223.6pp | 181.32%-162.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $6,794 | $4,015+69.2% | $3,754+81.0% | $4,299+58.0% |
| Participant deferral / active EE | $7,927 | $5,564+42.5% | $5,116+55.0% | $6,507+21.8% |
| Admin fee / account holder | $7,055 | $9,860-28.5% | $8,919-20.9% | $12,624-44.1% |