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 | $50,876 | $58,208-12.6% | $81,812-37.8% | $80,856-37.1% |
| Participation rate | 77.2% | 63.4%+13.8pp | 72.3%+4.8pp | 67.6%+9.6pp |
| Annual return | 15.80% | 41.66%-25.9pp | 773.79%-758.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,170 | $2,340-7.3% | $2,912-25.5% | $2,755-21.2% |
| Participant deferral / active EE | $8,712 | $3,281+165.5% | $4,319+101.7% | $4,296+102.8% |
| Admin fee / account holder | $3,239 | $4,981-35.0% | $7,386-56.1% | $6,918-53.2% |