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 | $78,498 | $91,552-14.3% | $133,956-41.4% | $79,858-1.7% |
| Participation rate | 96.3% | 73.3%+22.9pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 10.88% | 61.85%-51.0pp | 45.09%-34.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $2,397 | $2,384+0.6% | $3,919-38.8% | $2,471-3.0% |
| Participant deferral / active EE | $4,097 | $3,733+9.7% | $5,048-18.8% | $3,740+9.5% |
| Admin fee / account holder | $6,470 | $6,321+2.4% | $8,927-27.5% | $5,306+21.9% |