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 | $40,976 | $159,602-74.3% | $150,045-72.7% | $142,382-71.2% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 21.80% | 70.24%-48.4pp | 62.55%-40.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,152 | $4,961-56.6% | $4,693-54.1% | $4,299-49.9% |
| Participant deferral / active EE | $6,302 | $8,310-24.2% | $7,997-21.2% | $6,507-3.1% |
| Admin fee / account holder | $1,650 | $14,846-88.9% | $13,435-87.7% | $12,624-86.9% |