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 6-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 | $61,607 | $185,822-66.8% | $169,993-63.8% | $139,434-55.8% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 64.17% | 60.50%+3.7pp | 53.37%+10.8pp | 372.94%-308.8pp |
| Employer contribution / active EE | $2,517 | $7,590-66.8% | $6,785-62.9% | $4,751-47.0% |
| Participant deferral / active EE | $12,273 | $11,622+5.6% | $10,408+17.9% | $6,710+82.9% |
| Admin fee / account holder | $3,631 | $15,381-76.4% | $12,815-71.7% | $11,403-68.2% |