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 | $62,933 | $111,754-43.7% | $103,333-39.1% | $145,922-56.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 13.24% | 24.77%-11.5pp | 24.88%-11.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,371 | $4,212-43.7% | $3,868-38.7% | $4,660-49.1% |
| Participant deferral / active EE | $7,187 | $5,619+27.9% | $5,057+42.1% | $6,688+7.5% |
| Admin fee / account holder | $506 | $9,750-94.8% | $8,355-93.9% | $13,397-96.2% |