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 | $61,516 | $214,378-71.3% | $200,582-69.3% | $142,382-56.8% |
| Participation rate | 76.2% | 87.4%-11.2pp | 86.9%-10.7pp | 80.1%-3.9pp |
| Annual return | 22.48% | 46.41%-23.9pp | 42.33%-19.8pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,262 | $6,841-52.3% | $6,419-49.2% | $4,299-24.1% |
| Participant deferral / active EE | $8,386 | $9,865-15.0% | $9,331-10.1% | $6,507+28.9% |
| Admin fee / account holder | $3,498 | $17,692-80.2% | $16,305-78.5% | $12,624-72.3% |