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 | $75,301 | $89,753-16.1% | $107,525-30.0% | $84,808-11.2% |
| Participation rate | 82.1% | 68.1%+14.1pp | 75.1%+7.1pp | 68.3%+13.8pp |
| Annual return | 19.65% | 29.48%-9.8pp | 181.32%-161.7pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,626 | $3,113-15.6% | $3,754-30.0% | $2,631-0.2% |
| Participant deferral / active EE | $6,724 | $4,056+65.8% | $5,116+31.4% | $4,212+59.6% |
| Admin fee / account holder | $406 | $7,222-94.4% | $8,919-95.4% | $7,344-94.5% |