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 | $120,420 | $201,272-40.2% | $184,203-34.6% | $145,922-17.5% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 23.40% | 29.00%-5.6pp | 28.81%-5.4pp | 561.29%-537.9pp |
| Employer contribution / active EE | $3,095 | $7,022-55.9% | $6,427-51.8% | $4,660-33.6% |
| Participant deferral / active EE | $9,920 | $9,806+1.2% | $9,131+8.6% | $6,688+48.3% |
| Admin fee / account holder | $744 | $16,364-95.5% | $13,901-94.6% | $13,397-94.4% |