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 7-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 | $98,206 | $214,378-54.2% | $200,582-51.0% | $142,382-31.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 17.81% | 46.41%-28.6pp | 42.33%-24.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,140 | $6,841-68.7% | $6,419-66.7% | $4,299-50.2% |
| Participant deferral / active EE | $10,516 | $9,865+6.6% | $9,331+12.7% | $6,507+61.6% |
| Admin fee / account holder | $529 | $17,692-97.0% | $16,305-96.8% | $12,624-95.8% |