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 | $66,812 | $24,730+170.2% | $66,042+1.2% | $84,808-21.2% |
| Participation rate | 91.7% | 68.1%+23.6pp | 67.5%+24.2pp | 68.3%+23.4pp |
| Annual return | 14.69% | 79.55%-64.9pp | 52.11%-37.4pp | 40.90%-26.2pp |
| Employer contribution / active EE | $4,000 | $857+367.0% | $1,579+153.3% | $2,631+52.0% |
| Participant deferral / active EE | $6,302 | $1,737+262.8% | $2,835+122.3% | $4,212+49.6% |
| Admin fee / account holder | $1,653 | $3,014-45.1% | $5,747-71.2% | $7,344-77.5% |