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 | $108,141 | $214,378-49.6% | $200,582-46.1% | $142,382-24.0% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.9%-16.9pp | 80.1%-10.1pp |
| Annual return | 16.75% | 46.41%-29.7pp | 42.33%-25.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,112 | $6,841-69.1% | $6,419-67.1% | $4,299-50.9% |
| Participant deferral / active EE | $5,861 | $9,865-40.6% | $9,331-37.2% | $6,507-9.9% |
| Admin fee / account holder | $6,065 | $17,692-65.7% | $16,305-62.8% | $12,624-52.0% |