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 9-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 | $62,269 | $214,378-71.0% | $200,582-69.0% | $142,382-56.3% |
| Participation rate | 73.9% | 87.4%-13.5pp | 86.9%-13.0pp | 80.1%-6.2pp |
| Annual return | 26.57% | 46.41%-19.8pp | 42.33%-15.8pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,578 | $6,841-76.9% | $6,419-75.4% | $4,299-63.3% |
| Participant deferral / active EE | $4,798 | $9,865-51.4% | $9,331-48.6% | $6,507-26.3% |
| Admin fee / account holder | $3,223 | $17,692-81.8% | $16,305-80.2% | $12,624-74.5% |