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 | $35,874 | $177,572-79.8% | $154,803-76.8% | $142,382-74.8% |
| Participation rate | 77.3% | 82.1%-4.8pp | 78.1%-0.8pp | 80.1%-2.8pp |
| Annual return | 14.51% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,795 | $4,810-62.7% | $4,305-58.3% | $4,299-58.3% |
| Participant deferral / active EE | $4,493 | $6,272-28.4% | $5,540-18.9% | $6,507-30.9% |
| Admin fee / account holder | $8,765 | $16,786-47.8% | $14,329-38.8% | $12,624-30.6% |