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 | $97,331 | $201,272-51.6% | $184,203-47.2% | $145,922-33.3% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 11.13% | 29.00%-17.9pp | 28.81%-17.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,791 | $7,022-60.3% | $6,427-56.6% | $4,660-40.1% |
| Participant deferral / active EE | $14,989 | $9,806+52.9% | $9,131+64.1% | $6,688+124.1% |
| Admin fee / account holder | $795 | $16,364-95.1% | $13,901-94.3% | $13,397-94.1% |