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 | $71,751 | $165,984-56.8% | $164,813-56.5% | $145,922-50.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.72% | 100.03%-88.3pp | 69.93%-58.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,016 | $5,273-42.8% | $4,341-30.5% | $4,660-35.3% |
| Participant deferral / active EE | $6,390 | $6,959-8.2% | $6,031+5.9% | $6,688-4.5% |
| Admin fee / account holder | $1,587 | $16,648-90.5% | $12,690-87.5% | $13,397-88.2% |