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 8-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 | $82,599 | $165,335-50.0% | $149,696-44.8% | $158,922-48.0% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 17.06% | 348.15%-331.1pp | 276.60%-259.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,344 | $5,103-54.1% | $4,644-49.5% | $4,761-50.8% |
| Participant deferral / active EE | $7,573 | $7,181+5.5% | $6,842+10.7% | $5,982+26.6% |
| Admin fee / account holder | $13,761 | $10,807+27.3% | $9,309+47.8% | $11,246+22.4% |