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 | $47,379 | $165,984-71.5% | $164,813-71.3% | $145,922-67.5% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.6%+6.4pp | 80.3%+4.7pp |
| Annual return | 11.35% | 100.03%-88.7pp | 69.93%-58.6pp | 561.29%-549.9pp |
| Employer contribution / active EE | $4,903 | $5,273-7.0% | $4,341+13.0% | $4,660+5.2% |
| Participant deferral / active EE | $6,033 | $6,959-13.3% | $6,0310% | $6,688-9.8% |
| Admin fee / account holder | $2,833 | $16,648-83.0% | $12,690-77.7% | $13,397-78.9% |