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 | $69,013 | $133,922-48.5% | $116,228-40.6% | $142,382-51.5% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.6%+16.4pp | 80.1%+10.8pp |
| Annual return | 16.46% | 147.76%-131.3pp | 90.06%-73.6pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,892 | $3,446-45.1% | $2,994-36.8% | $4,299-56.0% |
| Participant deferral / active EE | $6,227 | $5,672+9.8% | $4,953+25.7% | $6,507-4.3% |
| Admin fee / account holder | $349 | $14,945-97.7% | $11,989-97.1% | $12,624-97.2% |