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 | $68,945 | $114,381-39.7% | $107,525-35.9% | $142,382-51.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 20.49% | 242.71%-222.2pp | 181.32%-160.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,534 | $4,015-12.0% | $3,754-5.9% | $4,299-17.8% |
| Participant deferral / active EE | $9,257 | $5,564+66.4% | $5,116+80.9% | $6,507+42.2% |
| Admin fee / account holder | $4,424 | $9,860-55.1% | $8,919-50.4% | $12,624-65.0% |