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 | $93,445 | $159,602-41.5% | $150,045-37.7% | $142,382-34.4% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 18.38% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,668 | $4,961+14.3% | $4,693+20.8% | $4,299+31.8% |
| Participant deferral / active EE | $11,003 | $8,310+32.4% | $7,997+37.6% | $6,507+69.1% |
| Admin fee / account holder | $3,060 | $14,846-79.4% | $13,435-77.2% | $12,624-75.8% |