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 | $67,633 | $56,053+20.7% | $75,972-11.0% | $80,856-16.4% |
| Participation rate | 84.8% | 62.0%+22.8pp | 69.1%+15.8pp | 67.6%+17.2pp |
| Annual return | 13.03% | 20.53%-7.5pp | 359.55%-346.5pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,721 | $1,874+45.2% | $2,685+1.4% | $2,755-1.2% |
| Participant deferral / active EE | $6,083 | $3,052+99.3% | $4,255+42.9% | $4,296+41.6% |
| Admin fee / account holder | $1,592 | $5,234-69.6% | $6,467-75.4% | $6,918-77.0% |