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 | $48,670 | $100,773-51.7% | $88,946-45.3% | $142,382-65.8% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 20.14% | 70.18%-50.0pp | 57.82%-37.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $7,160 | $2,918+145.4% | $2,555+180.2% | $4,299+66.5% |
| Participant deferral / active EE | $6,142 | $5,230+17.4% | $4,581+34.1% | $6,507-5.6% |
| Admin fee / account holder | $9,684 | $9,693-0.1% | $8,261+17.2% | $12,624-23.3% |