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 4-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 | $66,063 | $94,338-30.0% | $100,534-34.3% | $142,382-53.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 80.6%-0.6pp | 80.1%-0.1pp |
| Annual return | 64.81% | 29.20%+35.6pp | 32.66%+32.1pp | 217.08%-152.3pp |
| Employer contribution / active EE | $2,080 | $4,237-50.9% | $4,346-52.2% | $4,299-51.6% |
| Participant deferral / active EE | $3,661 | $5,934-38.3% | $6,144-40.4% | $6,507-43.7% |
| Admin fee / account holder | $2,837 | $8,421-66.3% | $7,654-62.9% | $12,624-77.5% |