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 | $93,904 | $148,534-36.8% | $135,903-30.9% | $139,434-32.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 18.47% | 79.19%-60.7pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,049 | $5,243-41.9% | $4,856-37.2% | $4,751-35.8% |
| Participant deferral / active EE | $8,777 | $8,100+8.4% | $7,758+13.1% | $6,710+30.8% |
| Admin fee / account holder | $369 | $12,400-97.0% | $10,762-96.6% | $11,403-96.8% |