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 | $54,091 | $133,922-59.6% | $116,228-53.5% | $142,382-62.0% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 17.53% | 147.76%-130.2pp | 90.06%-72.5pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,796 | $3,446-18.8% | $2,994-6.6% | $4,299-35.0% |
| Participant deferral / active EE | $3,637 | $5,672-35.9% | $4,953-26.6% | $6,507-44.1% |
| Admin fee / account holder | $14,502 | $14,945-3.0% | $11,989+21.0% | $12,624+14.9% |