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 | $60,530 | $111,754-45.8% | $103,333-41.4% | $145,922-58.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 10.63% | 24.77%-14.1pp | 24.88%-14.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,672 | $4,212-12.8% | $3,868-5.1% | $4,660-21.2% |
| Participant deferral / active EE | $8,027 | $5,619+42.9% | $5,057+58.7% | $6,688+20.0% |
| Admin fee / account holder | $635 | $9,750-93.5% | $8,355-92.4% | $13,397-95.3% |