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 | $104,722 | $148,534-29.5% | $135,903-22.9% | $139,434-24.9% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 18.11% | 79.19%-61.1pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,853 | $5,243-45.6% | $4,856-41.3% | $4,751-39.9% |
| Participant deferral / active EE | $12,296 | $8,100+51.8% | $7,758+58.5% | $6,710+83.2% |
| Admin fee / account holder | $472 | $12,400-96.2% | $10,762-95.6% | $11,403-95.9% |