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 10-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 | $59,342 | $177,572-66.6% | $154,803-61.7% | $142,382-58.3% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 14.35% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,931 | $4,810-39.1% | $4,305-31.9% | $4,299-31.8% |
| Participant deferral / active EE | $6,270 | $6,2720% | $5,540+13.2% | $6,507-3.6% |
| Admin fee / account holder | $316 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |