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 | $87,267 | $133,922-34.8% | $116,228-24.9% | $142,382-38.7% |
| Participation rate | 77.3% | 77.9%-0.6pp | 74.6%+2.7pp | 80.1%-2.8pp |
| Annual return | 16.06% | 147.76%-131.7pp | 90.06%-74.0pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,577 | $3,446+3.8% | $2,994+19.5% | $4,299-16.8% |
| Participant deferral / active EE | $5,765 | $5,672+1.6% | $4,953+16.4% | $6,507-11.4% |
| Admin fee / account holder | $12,371 | $14,945-17.2% | $11,989+3.2% | $12,624-2.0% |