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 | $57,570 | $114,381-49.7% | $107,525-46.5% | $142,382-59.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 21.54% | 242.71%-221.2pp | 181.32%-159.8pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,941 | $4,015-26.7% | $3,754-21.7% | $4,299-31.6% |
| Participant deferral / active EE | $7,032 | $5,564+26.4% | $5,116+37.5% | $6,507+8.1% |
| Admin fee / account holder | $3,076 | $9,860-68.8% | $8,919-65.5% | $12,624-75.6% |