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 | $80,897 | $165,335-51.1% | $149,696-46.0% | $158,922-49.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 26.42% | 348.15%-321.7pp | 276.60%-250.2pp | 302.83%-276.4pp |
| Employer contribution / active EE | $3,187 | $5,103-37.5% | $4,644-31.4% | $4,761-33.1% |
| Participant deferral / active EE | $6,662 | $7,181-7.2% | $6,842-2.6% | $5,982+11.4% |
| Admin fee / account holder | $5,435 | $10,807-49.7% | $9,309-41.6% | $11,246-51.7% |