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 | $135,486 | $214,378-36.8% | $200,582-32.5% | $142,382-4.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 14.04% | 46.41%-32.4pp | 42.33%-28.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,843 | $6,841-43.8% | $6,419-40.1% | $4,299-10.6% |
| Participant deferral / active EE | $11,011 | $9,865+11.6% | $9,331+18.0% | $6,507+69.2% |
| Admin fee / account holder | $4,756 | $17,692-73.1% | $16,305-70.8% | $12,624-62.3% |