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 | $49,698 | $68,547-27.5% | $120,354-58.7% | $80,856-38.5% |
| Participation rate | 81.7% | 61.6%+20.1pp | 71.9%+9.8pp | 67.6%+14.0pp |
| Annual return | 14.96% | 23.60%-8.6pp | 107.15%-92.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,885 | $2,051+89.4% | $3,463+12.2% | $2,755+41.0% |
| Participant deferral / active EE | $7,308 | $3,173+130.3% | $4,991+46.4% | $4,296+70.1% |
| Admin fee / account holder | $8,377 | $5,732+46.1% | $9,423-11.1% | $6,918+21.1% |