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 5-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 | $49,591 | $95,561-48.1% | $77,163-35.7% | $139,434-64.4% |
| Participation rate | 91.7% | 73.9%+17.7pp | 69.6%+22.1pp | 80.3%+11.3pp |
| Annual return | 14.93% | 54.92%-40.0pp | 37.87%-22.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $6,879 | $3,147+118.5% | $2,535+171.4% | $4,751+44.8% |
| Participant deferral / active EE | $9,531 | $4,624+106.1% | $3,833+148.6% | $6,710+42.0% |
| Admin fee / account holder | $1,362 | $8,295-83.6% | $5,472-75.1% | $11,403-88.1% |