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 8-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 | $78,700 | $133,922-41.2% | $116,228-32.3% | $142,382-44.7% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.6%-1.8pp | 80.1%-7.4pp |
| Annual return | 18.66% | 147.76%-129.1pp | 90.06%-71.4pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,219 | $3,446-35.6% | $2,994-25.9% | $4,299-48.4% |
| Participant deferral / active EE | $4,386 | $5,672-22.7% | $4,953-11.5% | $6,507-32.6% |
| Admin fee / account holder | $11,095 | $14,945-25.8% | $11,989-7.5% | $12,624-12.1% |