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 6-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 | $66,374 | $74,888-11.4% | $71,209-6.8% | $142,382-53.4% |
| Participation rate | 82.4% | 76.2%+6.1pp | 73.8%+8.6pp | 80.1%+2.2pp |
| Annual return | 18.31% | 345.14%-326.8pp | 282.51%-264.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,683 | $2,854-41.0% | $2,721-38.2% | $4,299-60.9% |
| Participant deferral / active EE | $4,919 | $4,454+10.4% | $4,175+17.8% | $6,507-24.4% |
| Admin fee / account holder | $1,251 | $5,568-77.5% | $5,349-76.6% | $12,624-90.1% |