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 7-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 | $99,402 | $159,602-37.7% | $150,045-33.8% | $142,382-30.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 16.49% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,730 | $4,961-45.0% | $4,693-41.8% | $4,299-36.5% |
| Participant deferral / active EE | $11,690 | $8,310+40.7% | $7,997+46.2% | $6,507+79.6% |
| Admin fee / account holder | $1,267 | $14,846-91.5% | $13,435-90.6% | $12,624-90.0% |