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 | $60,771 | $115,770-47.5% | $101,248-40.0% | $158,922-61.8% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 25.35% | 56.14%-30.8pp | 46.47%-21.1pp | 302.83%-277.5pp |
| Employer contribution / active EE | $2,096 | $4,175-49.8% | $3,660-42.7% | $4,761-56.0% |
| Participant deferral / active EE | $7,686 | $4,957+55.1% | $4,370+75.9% | $5,982+28.5% |
| Admin fee / account holder | $1,784 | $7,245-75.4% | $5,945-70.0% | $11,246-84.1% |