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 8-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 | $71,409 | $177,572-59.8% | $154,803-53.9% | $142,382-49.8% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.1%-7.5pp | 80.1%-9.5pp |
| Annual return | 13.11% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,949 | $4,810-38.7% | $4,305-31.5% | $4,299-31.4% |
| Participant deferral / active EE | $5,862 | $6,272-6.5% | $5,540+5.8% | $6,507-9.9% |
| Admin fee / account holder | $20,264 | $16,786+20.7% | $14,329+41.4% | $12,624+60.5% |