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 | $47,869 | $74,927-36.1% | $101,794-53.0% | $84,808-43.6% |
| Participation rate | 90.3% | 61.4%+28.9pp | 69.2%+21.1pp | 68.3%+22.0pp |
| Annual return | 58.71% | 18.70%+40.0pp | 30.53%+28.2pp | 40.90%+17.8pp |
| Employer contribution / active EE | $1,585 | $1,522+4.1% | $2,289-30.8% | $2,631-39.8% |
| Participant deferral / active EE | $3,583 | $3,099+15.6% | $4,084-12.3% | $4,212-14.9% |
| Admin fee / account holder | $633 | $6,514-90.3% | $8,777-92.8% | $7,344-91.4% |