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 6-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 | $57,777 | $159,602-63.8% | $150,045-61.5% | $142,382-59.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 17.43% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,188 | $4,961-76.1% | $4,693-74.7% | $4,299-72.4% |
| Participant deferral / active EE | $11,638 | $8,310+40.0% | $7,997+45.5% | $6,507+78.8% |
| Admin fee / account holder | $1,776 | $14,846-88.0% | $13,435-86.8% | $12,624-85.9% |