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 | $50,919 | $48,795+4.4% | $65,493-22.3% | $84,808-40.0% |
| Participation rate | 73.7% | 67.0%+6.7pp | 73.1%+0.6pp | 68.3%+5.4pp |
| Annual return | 16.38% | 20.20%-3.8pp | 982.45%-966.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,549 | $1,930-19.7% | $2,574-39.8% | $2,631-41.1% |
| Participant deferral / active EE | $3,372 | $2,928+15.2% | $3,961-14.9% | $4,212-19.9% |
| Admin fee / account holder | $3,748 | $3,877-3.3% | $5,028-25.5% | $7,344-49.0% |