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 | $61,562 | $165,335-62.8% | $149,696-58.9% | $158,922-61.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 1499.10% | 348.15%+1151.0pp | 276.60%+1222.5pp | 302.83%+1196.3pp |
| Employer contribution / active EE | $2,376 | $5,103-53.4% | $4,644-48.8% | $4,761-50.1% |
| Participant deferral / active EE | $5,661 | $7,181-21.2% | $6,842-17.3% | $5,982-5.4% |
| Admin fee / account holder | $1,448 | $10,807-86.6% | $9,309-84.4% | $11,246-87.1% |