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 | $41,572 | $59,839-30.5% | $81,983-49.3% | $79,858-47.9% |
| Participation rate | 84.9% | 61.6%+23.3pp | 69.2%+15.7pp | 69.6%+15.3pp |
| Annual return | 109.66% | 17.56%+92.1pp | 41.31%+68.3pp | 31.71%+77.9pp |
| Employer contribution / active EE | $2,187 | $1,713+27.6% | $2,498-12.5% | $2,471-11.5% |
| Participant deferral / active EE | $4,216 | $2,695+56.4% | $3,722+13.3% | $3,740+12.7% |
| Admin fee / account holder | $830 | $4,287-80.6% | $5,664-85.3% | $5,306-84.4% |