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 | $60,171 | $99,877-39.8% | $84,966-29.2% | $145,922-58.8% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 8.18% | 83.76%-75.6pp | 66.38%-58.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $12,917 | $3,231+299.7% | $2,727+373.6% | $4,660+177.2% |
| Participant deferral / active EE | $5,222 | $5,291-1.3% | $4,519+15.5% | $6,688-21.9% |
| Admin fee / account holder | $1,151 | $7,248-84.1% | $6,149-81.3% | $13,397-91.4% |