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 | $64,516 | $99,877-35.4% | $84,966-24.1% | $145,922-55.8% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 10.42% | 83.76%-73.3pp | 66.38%-56.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $499 | $3,231-84.6% | $2,727-81.7% | $4,660-89.3% |
| Participant deferral / active EE | $8,089 | $5,291+52.9% | $4,519+79.0% | $6,688+21.0% |
| Admin fee / account holder | $866 | $7,248-88.0% | $6,149-85.9% | $13,397-93.5% |