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 6-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 | $61,250 | $179,726-65.9% | $156,263-60.8% | $142,382-57.0% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 20.94% | 77.86%-56.9pp | 59.47%-38.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,066 | $5,069-39.5% | $4,333-29.2% | $4,299-28.7% |
| Participant deferral / active EE | $6,004 | $6,956-13.7% | $6,158-2.5% | $6,507-7.7% |
| Admin fee / account holder | $2,234 | $17,272-87.1% | $14,255-84.3% | $12,624-82.3% |