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 | $61,592 | $111,754-44.9% | $103,333-40.4% | $145,922-57.8% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 9.35% | 24.77%-15.4pp | 24.88%-15.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $3,508 | $4,212-16.7% | $3,868-9.3% | $4,660-24.7% |
| Participant deferral / active EE | $7,404 | $5,619+31.8% | $5,057+46.4% | $6,688+10.7% |
| Admin fee / account holder | $2,137 | $9,750-78.1% | $8,355-74.4% | $13,397-84.1% |