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 8-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 | $68,015 | $179,726-62.2% | $156,263-56.5% | $142,382-52.2% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 15.86% | 77.86%-62.0pp | 59.47%-43.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,049 | $5,069-20.1% | $4,333-6.6% | $4,299-5.8% |
| Participant deferral / active EE | $5,171 | $6,956-25.7% | $6,158-16.0% | $6,507-20.5% |
| Admin fee / account holder | $2,401 | $17,272-86.1% | $14,255-83.2% | $12,624-81.0% |