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 | $110,883 | $179,726-38.3% | $156,263-29.0% | $142,382-22.1% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.9%+5.7pp | 80.1%+4.5pp |
| Annual return | 15.80% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $5,872 | $5,069+15.8% | $4,333+35.5% | $4,299+36.6% |
| Participant deferral / active EE | $9,652 | $6,956+38.8% | $6,158+56.7% | $6,507+48.3% |
| Admin fee / account holder | $4,432 | $17,272-74.3% | $14,255-68.9% | $12,624-64.9% |