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 | $72,059 | $179,726-59.9% | $156,263-53.9% | $142,382-49.4% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 17.58% | 77.86%-60.3pp | 59.47%-41.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,377 | $5,069-53.1% | $4,333-45.1% | $4,299-44.7% |
| Participant deferral / active EE | $6,644 | $6,956-4.5% | $6,158+7.9% | $6,507+2.1% |
| Admin fee / account holder | $1,367 | $17,272-92.1% | $14,255-90.4% | $12,624-89.2% |