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 | $68,901 | $159,602-56.8% | $150,045-54.1% | $142,382-51.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 19.14% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,302 | $4,961-53.6% | $4,693-50.9% | $4,299-46.4% |
| Participant deferral / active EE | $6,298 | $8,310-24.2% | $7,997-21.2% | $6,507-3.2% |
| Admin fee / account holder | $6,111 | $14,846-58.8% | $13,435-54.5% | $12,624-51.6% |