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 | $94,037 | $159,602-41.1% | $150,045-37.3% | $142,382-34.0% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.3%-9.0pp | 80.1%-6.8pp |
| Annual return | 84.16% | 70.24%+13.9pp | 62.55%+21.6pp | 217.08%-132.9pp |
| Employer contribution / active EE | $2,061 | $4,961-58.5% | $4,693-56.1% | $4,299-52.1% |
| Participant deferral / active EE | $6,112 | $8,310-26.5% | $7,997-23.6% | $6,507-6.1% |
| Admin fee / account holder | $3,373 | $14,846-77.3% | $13,435-74.9% | $12,624-73.3% |