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 3-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 | $91,756 | $179,726-48.9% | $156,263-41.3% | $142,382-35.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 10.51% | 77.86%-67.3pp | 59.47%-49.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,606 | $5,069-68.3% | $4,333-62.9% | $4,299-62.7% |
| Participant deferral / active EE | $3,896 | $6,956-44.0% | $6,158-36.7% | $6,507-40.1% |
| Admin fee / account holder | $4,710 | $17,272-72.7% | $14,255-67.0% | $12,624-62.7% |