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 | $48,189 | $159,901-69.9% | $146,958-67.2% | $145,922-67.0% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 17.55% | 98.13%-80.6pp | 418.34%-400.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,974 | $5,286-43.7% | $4,933-39.7% | $4,660-36.2% |
| Participant deferral / active EE | $7,927 | $8,428-5.9% | $8,070-1.8% | $6,688+18.5% |
| Admin fee / account holder | $6,826 | $15,044-54.6% | $12,998-47.5% | $13,397-49.0% |