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 | $91,716 | $133,922-31.5% | $116,228-21.1% | $142,382-35.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 15.15% | 147.76%-132.6pp | 90.06%-74.9pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,841 | $3,446-46.6% | $2,994-38.5% | $4,299-57.2% |
| Participant deferral / active EE | $3,905 | $5,672-31.1% | $4,953-21.2% | $6,507-40.0% |
| Admin fee / account holder | $2,317 | $14,945-84.5% | $11,989-80.7% | $12,624-81.6% |