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 | $56,067 | $159,602-64.9% | $150,045-62.6% | $142,382-60.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 21.09% | 70.24%-49.1pp | 62.55%-41.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,894 | $4,961-61.8% | $4,693-59.7% | $4,299-56.0% |
| Participant deferral / active EE | $7,765 | $8,310-6.6% | $7,997-2.9% | $6,507+19.3% |
| Admin fee / account holder | $993 | $14,846-93.3% | $13,435-92.6% | $12,624-92.1% |