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 7-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 | $74,348 | $108,919-31.7% | $100,391-25.9% | $145,922-49.0% |
| Participation rate | 92.9% | 82.9%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 19.38% | 57.88%-38.5pp | 49.20%-29.8pp | 561.29%-541.9pp |
| Employer contribution / active EE | $2,063 | $4,419-53.3% | $3,942-47.7% | $4,660-55.7% |
| Participant deferral / active EE | $8,286 | $8,445-1.9% | $8,082+2.5% | $6,688+23.9% |
| Admin fee / account holder | $15,603 | $9,689+61.0% | $7,899+97.5% | $13,397+16.5% |