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 7-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 | $69,426 | $159,602-56.5% | $150,045-53.7% | $142,382-51.2% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 15.08% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,177 | $4,961-15.8% | $4,693-11.0% | $4,299-2.8% |
| Participant deferral / active EE | $5,890 | $8,310-29.1% | $7,997-26.4% | $6,507-9.5% |
| Admin fee / account holder | $1,004 | $14,846-93.2% | $13,435-92.5% | $12,624-92.0% |