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 | $71,549 | $159,602-55.2% | $150,045-52.3% | $142,382-49.7% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.3%-3.2pp | 80.1%-1.0pp |
| Annual return | 17.79% | 70.24%-52.4pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,903 | $4,961-41.5% | $4,693-38.2% | $4,299-32.5% |
| Participant deferral / active EE | $6,696 | $8,310-19.4% | $7,997-16.3% | $6,507+2.9% |
| Admin fee / account holder | $800 | $14,846-94.6% | $13,435-94.0% | $12,624-93.7% |