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 8-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 | $79,347 | $179,726-55.9% | $156,263-49.2% | $142,382-44.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 21.09% | 77.86%-56.8pp | 59.47%-38.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,238 | $5,069-55.9% | $4,333-48.4% | $4,299-47.9% |
| Participant deferral / active EE | $5,542 | $6,956-20.3% | $6,158-10.0% | $6,507-14.8% |
| Admin fee / account holder | $530 | $17,272-96.9% | $14,255-96.3% | $12,624-95.8% |