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 | $51,014 | $179,726-71.6% | $156,263-67.4% | $142,382-64.2% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.9%+3.4pp | 80.1%+2.2pp |
| Annual return | 20.53% | 77.86%-57.3pp | 59.47%-38.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,493 | $5,069-50.8% | $4,333-42.5% | $4,299-42.0% |
| Participant deferral / active EE | $7,838 | $6,956+12.7% | $6,158+27.3% | $6,507+20.5% |
| Admin fee / account holder | $1,102 | $17,272-93.6% | $14,255-92.3% | $12,624-91.3% |