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 6-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 | $91,354 | $214,378-57.4% | $200,582-54.5% | $142,382-35.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 17.45% | 46.41%-29.0pp | 42.33%-24.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,979 | $6,841-56.5% | $6,419-53.6% | $4,299-30.7% |
| Participant deferral / active EE | $11,877 | $9,865+20.4% | $9,331+27.3% | $6,507+82.5% |
| Admin fee / account holder | $10,125 | $17,692-42.8% | $16,305-37.9% | $12,624-19.8% |