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 3-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 | $93,241 | $168,632-44.7% | $147,614-36.8% | $125,391-25.6% |
| Participation rate | 77.3% | 88.8%-11.5pp | 84.6%-7.3pp | 83.2%-5.9pp |
| Annual return | 1.07% | 77.65%-76.6pp | 61.98%-60.9pp | 282.22%-281.2pp |
| Employer contribution / active EE | $2,778 | $6,252-55.6% | $5,564-50.1% | $4,866-42.9% |
| Participant deferral / active EE | $4,752 | $5,507-13.7% | $4,895-2.9% | $5,352-11.2% |
| Admin fee / account holder | $6,922 | $13,580-49.0% | $11,611-40.4% | $9,540-27.4% |