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 4-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 | $68,175 | $185,822-63.3% | $169,993-59.9% | $139,434-51.1% |
| Participation rate | 72.7% | 87.8%-15.0pp | 87.0%-14.3pp | 80.3%-7.6pp |
| Annual return | 27.62% | 60.50%-32.9pp | 53.37%-25.8pp | 372.94%-345.3pp |
| Employer contribution / active EE | $2,315 | $7,590-69.5% | $6,785-65.9% | $4,751-51.3% |
| Participant deferral / active EE | $14,271 | $11,622+22.8% | $10,408+37.1% | $6,710+112.7% |
| Admin fee / account holder | $679 | $15,381-95.6% | $12,815-94.7% | $11,403-94.0% |