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 4-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 | $70,036 | $159,602-56.1% | $150,045-53.3% | $142,382-50.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 20.24% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,855 | $4,961-42.5% | $4,693-39.2% | $4,299-33.6% |
| Participant deferral / active EE | $7,274 | $8,310-12.5% | $7,997-9.0% | $6,507+11.8% |
| Admin fee / account holder | $832 | $14,846-94.4% | $13,435-93.8% | $12,624-93.4% |