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 | $56,550 | $110,261-48.7% | $95,745-40.9% | $139,434-59.4% |
| Participation rate | 90.0% | 75.8%+14.2pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 19.46% | 27.11%-7.6pp | 28.35%-8.9pp | 372.94%-353.5pp |
| Employer contribution / active EE | $11,603 | $3,257+256.2% | $2,835+309.3% | $4,751+144.2% |
| Participant deferral / active EE | $7,697 | $4,676+64.6% | $4,245+81.3% | $6,710+14.7% |
| Admin fee / account holder | $733 | $6,613-88.9% | $5,678-87.1% | $11,403-93.6% |