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 7-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 | $72,562 | $217,402-66.6% | $185,823-61.0% | $167,490-56.7% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 19.24% | 148.36%-129.1pp | 122.05%-102.8pp | 478.56%-459.3pp |
| Employer contribution / active EE | $6,899 | $5,873+17.5% | $5,167+33.5% | $4,837+42.6% |
| Participant deferral / active EE | $4,612 | $6,356-27.4% | $5,568-17.2% | $6,341-27.3% |
| Admin fee / account holder | $4,592 | $19,811-76.8% | $16,237-71.7% | $12,309-62.7% |