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 | $80,120 | $89,753-10.7% | $107,525-25.5% | $84,808-5.5% |
| Participation rate | 72.0% | 68.1%+3.9pp | 75.1%-3.1pp | 68.3%+3.7pp |
| Annual return | 18.67% | 29.48%-10.8pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $4,159 | $3,113+33.6% | $3,754+10.8% | $2,631+58.1% |
| Participant deferral / active EE | $5,823 | $4,056+43.6% | $5,116+13.8% | $4,212+38.3% |
| Admin fee / account holder | $1,702 | $7,222-76.4% | $8,919-80.9% | $7,344-76.8% |