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 4-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 | $109,565 | $214,378-48.9% | $200,582-45.4% | $142,382-23.0% |
| Participation rate | 78.9% | 87.4%-8.5pp | 86.9%-7.9pp | 80.1%-1.2pp |
| Annual return | 17.88% | 46.41%-28.5pp | 42.33%-24.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $5,272 | $6,841-22.9% | $6,419-17.9% | $4,299+22.6% |
| Participant deferral / active EE | $8,346 | $9,865-15.4% | $9,331-10.6% | $6,507+28.3% |
| Admin fee / account holder | $1,855 | $17,692-89.5% | $16,305-88.6% | $12,624-85.3% |