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 6-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 | $67,561 | $214,378-68.5% | $200,582-66.3% | $142,382-52.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 18.03% | 46.41%-28.4pp | 42.33%-24.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $12,869 | $6,841+88.1% | $6,419+100.5% | $4,299+199.3% |
| Participant deferral / active EE | $6,443 | $9,865-34.7% | $9,331-31.0% | $6,507-1.0% |
| Admin fee / account holder | $3,826 | $17,692-78.4% | $16,305-76.5% | $12,624-69.7% |