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 | $64,039 | $148,534-56.9% | $135,903-52.9% | $139,434-54.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 20.86% | 79.19%-58.3pp | 68.23%-47.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,528 | $5,243-51.8% | $4,856-47.9% | $4,751-46.8% |
| Participant deferral / active EE | $5,744 | $8,100-29.1% | $7,758-26.0% | $6,710-14.4% |
| Admin fee / account holder | $518 | $12,400-95.8% | $10,762-95.2% | $11,403-95.5% |