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 | $59,668 | $85,022-29.8% | $70,515-15.4% | $139,434-57.2% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.3%+11.7pp | 80.3%-0.3pp |
| Annual return | 19.41% | 30.38%-11.0pp | 32.77%-13.4pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,059 | $3,909-47.3% | $2,973-30.7% | $4,751-56.7% |
| Participant deferral / active EE | $4,698 | $5,890-20.2% | $4,567+2.9% | $6,710-30.0% |
| Admin fee / account holder | $751 | $8,906-91.6% | $6,412-88.3% | $11,403-93.4% |