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 8-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 | $109,937 | $159,602-31.1% | $150,045-26.7% | $142,382-22.8% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 17.05% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,812 | $4,961+17.2% | $4,693+23.8% | $4,299+35.2% |
| Participant deferral / active EE | $8,453 | $8,310+1.7% | $7,997+5.7% | $6,507+29.9% |
| Admin fee / account holder | $10,395 | $14,846-30.0% | $13,435-22.6% | $12,624-17.7% |