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 | $44,368 | $177,572-75.0% | $154,803-71.3% | $142,382-68.8% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 12.93% | 65.07%-52.1pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $5,670 | $4,810+17.9% | $4,305+31.7% | $4,299+31.9% |
| Participant deferral / active EE | $3,070 | $6,272-51.1% | $5,540-44.6% | $6,507-52.8% |
| Admin fee / account holder | $1,335 | $16,786-92.0% | $14,329-90.7% | $12,624-89.4% |