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 3-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 | $107,576 | $201,272-46.6% | $184,203-41.6% | $145,922-26.3% |
| Participation rate | 72.2% | 87.5%-15.3pp | 86.8%-14.6pp | 80.3%-8.1pp |
| Annual return | 14.75% | 29.00%-14.2pp | 28.81%-14.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $4,441 | $7,022-36.7% | $6,427-30.9% | $4,660-4.7% |
| Participant deferral / active EE | $12,976 | $9,806+32.3% | $9,131+42.1% | $6,688+94.0% |
| Admin fee / account holder | $2,334 | $16,364-85.7% | $13,901-83.2% | $13,397-82.6% |