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 | $66,444 | $108,919-39.0% | $100,391-33.8% | $145,922-54.5% |
| Participation rate | 78.6% | 82.9%-4.4pp | 81.5%-2.9pp | 80.3%-1.7pp |
| Annual return | 14.55% | 57.88%-43.3pp | 49.20%-34.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,596 | $8,445-10.1% | $8,082-6.0% | $6,688+13.6% |
| Admin fee / account holder | $1,123 | $9,689-88.4% | $7,899-85.8% | $13,397-91.6% |