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 4-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 | $122,419 | $214,378-42.9% | $200,582-39.0% | $142,382-14.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 13.23% | 46.41%-33.2pp | 42.33%-29.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,692 | $6,841-46.0% | $6,419-42.5% | $4,299-14.1% |
| Participant deferral / active EE | $6,657 | $9,865-32.5% | $9,331-28.7% | $6,507+2.3% |
| Admin fee / account holder | $1,983 | $17,692-88.8% | $16,305-87.8% | $12,624-84.3% |