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 3-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 | $67,155 | $114,381-41.3% | $107,525-37.5% | $142,382-52.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 17.27% | 242.71%-225.4pp | 181.32%-164.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,757 | $4,015-31.3% | $3,754-26.5% | $4,299-35.9% |
| Participant deferral / active EE | $16,368 | $5,564+194.2% | $5,116+220.0% | $6,507+151.5% |
| Admin fee / account holder | $1,418 | $9,860-85.6% | $8,919-84.1% | $12,624-88.8% |