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 9-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 | $60,352 | $90,503-33.3% | $78,689-23.3% | $273,961-78.0% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 3.41% | 75.60%-72.2pp | 62.18%-58.8pp | 41.45%-38.0pp |
| Employer contribution / active EE | $1,951 | $3,176-38.6% | $2,851-31.6% | $4,869-59.9% |
| Participant deferral / active EE | $4,236 | $3,901+8.6% | $3,517+20.4% | $5,287-19.9% |
| Admin fee / account holder | $701 | $5,263-86.7% | $4,510-84.4% | $10,132-93.1% |