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 | $84,617 | $94,338-10.3% | $100,534-15.8% | $142,382-40.6% |
| Participation rate | 71.4% | 81.7%-10.3pp | 80.6%-9.2pp | 80.1%-8.7pp |
| Annual return | 16.64% | 29.20%-12.6pp | 32.66%-16.0pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,910 | $4,237-31.3% | $4,346-33.1% | $4,299-32.3% |
| Participant deferral / active EE | $13,864 | $5,934+133.6% | $6,144+125.7% | $6,507+113.1% |
| Admin fee / account holder | $2,417 | $8,421-71.3% | $7,654-68.4% | $12,624-80.9% |