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 4-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 | $57,426 | $179,726-68.0% | $156,263-63.3% | $142,382-59.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 17.86% | 77.86%-60.0pp | 59.47%-41.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,685 | $5,069-47.0% | $4,333-38.0% | $4,299-37.5% |
| Participant deferral / active EE | $4,942 | $6,956-29.0% | $6,158-19.8% | $6,507-24.1% |
| Admin fee / account holder | $33,438 | $17,272+93.6% | $14,255+134.6% | $12,624+164.9% |