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 5-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 | $68,002 | $214,378-68.3% | $200,582-66.1% | $142,382-52.2% |
| Participation rate | 84.2% | 87.4%-3.2pp | 86.9%-2.7pp | 80.1%+4.1pp |
| Annual return | 32.88% | 46.41%-13.5pp | 42.33%-9.5pp | 217.08%-184.2pp |
| Employer contribution / active EE | $2,536 | $6,841-62.9% | $6,419-60.5% | $4,299-41.0% |
| Participant deferral / active EE | $6,644 | $9,865-32.6% | $9,331-28.8% | $6,507+2.1% |
| Admin fee / account holder | $1,006 | $17,692-94.3% | $16,305-93.8% | $12,624-92.0% |