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 | $46,042 | $95,561-51.8% | $77,163-40.3% | $139,434-67.0% |
| Participation rate | 90.0% | 73.9%+16.1pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 15.79% | 54.92%-39.1pp | 37.87%-22.1pp | 372.94%-357.2pp |
| Employer contribution / active EE | $4,373 | $3,147+38.9% | $2,535+72.5% | $4,751-7.9% |
| Participant deferral / active EE | $10,852 | $4,624+134.7% | $3,833+183.1% | $6,710+61.7% |
| Admin fee / account holder | $585 | $8,295-92.9% | $5,472-89.3% | $11,403-94.9% |