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 6-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 | $92,619 | $159,602-42.0% | $150,045-38.3% | $142,382-35.0% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 37.36% | 70.24%-32.9pp | 62.55%-25.2pp | 217.08%-179.7pp |
| Employer contribution / active EE | $3,457 | $4,961-30.3% | $4,693-26.3% | $4,299-19.6% |
| Participant deferral / active EE | $8,574 | $8,310+3.2% | $7,997+7.2% | $6,507+31.8% |
| Admin fee / account holder | $16,126 | $14,846+8.6% | $13,435+20.0% | $12,624+27.7% |