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 6-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 | $43,401 | $165,984-73.9% | $164,813-73.7% | $145,922-70.3% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 18.68% | 100.03%-81.4pp | 69.93%-51.3pp | 561.29%-542.6pp |
| Employer contribution / active EE | $3,220 | $5,273-38.9% | $4,341-25.8% | $4,660-30.9% |
| Participant deferral / active EE | $7,748 | $6,959+11.3% | $6,031+28.5% | $6,688+15.8% |
| Admin fee / account holder | $484 | $16,648-97.1% | $12,690-96.2% | $13,397-96.4% |