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 | $52,379 | $159,901-67.2% | $146,958-64.4% | $145,922-64.1% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 30.57% | 98.13%-67.6pp | 418.34%-387.8pp | 561.29%-530.7pp |
| Employer contribution / active EE | $3,869 | $5,286-26.8% | $4,933-21.6% | $4,660-17.0% |
| Participant deferral / active EE | $7,673 | $8,428-9.0% | $8,070-4.9% | $6,688+14.7% |
| Admin fee / account holder | $5,074 | $15,044-66.3% | $12,998-61.0% | $13,397-62.1% |