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 | $70,933 | $179,726-60.5% | $156,263-54.6% | $142,382-50.2% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.9%+9.3pp | 80.1%+8.1pp |
| Annual return | 16.63% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,880 | $5,069-62.9% | $4,333-56.6% | $4,299-56.3% |
| Participant deferral / active EE | $4,860 | $6,956-30.1% | $6,158-21.1% | $6,507-25.3% |
| Admin fee / account holder | $317 | $17,272-98.2% | $14,255-97.8% | $12,624-97.5% |