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 9-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 | $61,388 | $179,726-65.8% | $156,263-60.7% | $142,382-56.9% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 16.92% | 77.86%-60.9pp | 59.47%-42.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,366 | $5,069-33.6% | $4,333-22.3% | $4,299-21.7% |
| Participant deferral / active EE | $5,795 | $6,956-16.7% | $6,158-5.9% | $6,507-10.9% |
| Admin fee / account holder | $510 | $17,272-97.0% | $14,255-96.4% | $12,624-96.0% |