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 | $73,947 | $214,378-65.5% | $200,582-63.1% | $142,382-48.1% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 21.86% | 46.41%-24.5pp | 42.33%-20.5pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,539 | $6,841-77.5% | $6,419-76.0% | $4,299-64.2% |
| Participant deferral / active EE | $5,130 | $9,865-48.0% | $9,331-45.0% | $6,507-21.2% |
| Admin fee / account holder | $2,630 | $17,692-85.1% | $16,305-83.9% | $12,624-79.2% |