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 7-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 | $35,119 | $228,332-84.6% | $185,823-81.1% | $158,922-77.9% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 16.47% | 40.80%-24.3pp | 35.95%-19.5pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,118 | $4,967-57.3% | $4,087-48.2% | $4,761-55.5% |
| Participant deferral / active EE | $4,282 | $6,415-33.2% | $5,632-24.0% | $5,982-28.4% |
| Admin fee / account holder | $422 | $11,864-96.4% | $9,500-95.6% | $11,246-96.2% |