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 5-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 | $27,563 | $93,571-70.5% | $135,903-79.7% | $75,163-63.3% |
| Participation rate | 79.4% | 75.2%+4.2pp | 81.9%-2.5pp | 67.2%+12.2pp |
| Annual return | 44.28% | 30.90%+13.4pp | 68.23%-23.9pp | 160.62%-116.3pp |
| Employer contribution / active EE | $3,063 | $3,537-13.4% | $4,856-36.9% | $2,670+14.7% |
| Participant deferral / active EE | $6,852 | $6,404+7.0% | $7,758-11.7% | $4,125+66.1% |
| Admin fee / account holder | $1,065 | $6,975-84.7% | $10,762-90.1% | $5,651-81.2% |