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 4-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 | $55,986 | $148,534-62.3% | $135,903-58.8% | $139,434-59.8% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 23.11% | 79.19%-56.1pp | 68.23%-45.1pp | 372.94%-349.8pp |
| Employer contribution / active EE | $6,078 | $5,243+15.9% | $4,856+25.2% | $4,751+27.9% |
| Participant deferral / active EE | $12,788 | $8,100+57.9% | $7,758+64.8% | $6,710+90.6% |
| Admin fee / account holder | $3,154 | $12,400-74.6% | $10,762-70.7% | $11,403-72.3% |