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 | $63,582 | $108,919-41.6% | $100,391-36.7% | $145,922-56.4% |
| Participation rate | 88.9% | 82.9%+6.0pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 16.17% | 57.88%-41.7pp | 49.20%-33.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $12,171 | $4,419+175.4% | $3,942+208.8% | $4,660+161.2% |
| Participant deferral / active EE | $18,130 | $8,445+114.7% | $8,082+124.3% | $6,688+171.1% |
| Admin fee / account holder | $8,917 | $9,689-8.0% | $7,899+12.9% | $13,397-33.4% |