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 | $74,989 | $214,378-65.0% | $200,582-62.6% | $142,382-47.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 21.21% | 46.41%-25.2pp | 42.33%-21.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $11,280 | $6,841+64.9% | $6,419+75.7% | $4,299+162.4% |
| Participant deferral / active EE | $12,136 | $9,865+23.0% | $9,331+30.1% | $6,507+86.5% |
| Admin fee / account holder | $563 | $17,692-96.8% | $16,305-96.6% | $12,624-95.5% |