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 7-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 | $55,801 | $157,256-64.5% | $141,162-60.5% | $152,861-63.5% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.4%-8.5pp |
| Annual return | 29.38% | 64.32%-34.9pp | 71.39%-42.0pp | 345.32%-315.9pp |
| Employer contribution / active EE | $3,800 | $5,261-27.8% | $4,735-19.8% | $4,762-20.2% |
| Participant deferral / active EE | $5,901 | $7,109-17.0% | $6,709-12.0% | $5,850+0.9% |
| Admin fee / account holder | $594 | $12,120-95.1% | $10,261-94.2% | $11,596-94.9% |