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 | $75,492 | $106,584-29.2% | $101,326-25.5% | $142,382-47.0% |
| Participation rate | 70.0% | 82.7%-12.7pp | 81.5%-11.5pp | 80.1%-10.1pp |
| Annual return | 18.62% | 36.93%-18.3pp | 36.82%-18.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,967 | $3,956-50.3% | $3,665-46.3% | $4,299-54.3% |
| Participant deferral / active EE | $3,461 | $8,297-58.3% | $7,994-56.7% | $6,507-46.8% |
| Admin fee / account holder | $903 | $11,446-92.1% | $11,185-91.9% | $12,624-92.8% |