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 | $57,342 | $100,852-43.1% | $90,404-36.6% | $158,922-63.9% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 7.19% | 1724.20%-1717.0pp | 1293.02%-1285.8pp | 302.83%-295.6pp |
| Employer contribution / active EE | $2,078 | $3,689-43.7% | $3,262-36.3% | $4,761-56.4% |
| Participant deferral / active EE | $3,943 | $4,348-9.3% | $3,963-0.5% | $5,982-34.1% |
| Admin fee / account holder | $777 | $6,501-88.1% | $5,611-86.2% | $11,246-93.1% |