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 9-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 | $64,792 | $148,534-56.4% | $135,903-52.3% | $139,434-53.5% |
| Participation rate | 72.2% | 83.9%-11.6pp | 81.9%-9.7pp | 80.3%-8.1pp |
| Annual return | 27.48% | 79.19%-51.7pp | 68.23%-40.8pp | 372.94%-345.5pp |
| Employer contribution / active EE | $2,385 | $5,243-54.5% | $4,856-50.9% | $4,751-49.8% |
| Participant deferral / active EE | $4,150 | $8,100-48.8% | $7,758-46.5% | $6,710-38.2% |
| Admin fee / account holder | $2,211 | $12,400-82.2% | $10,762-79.5% | $11,403-80.6% |