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 | $73,113 | $159,602-54.2% | $150,045-51.3% | $142,382-48.7% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 20.70% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,915 | $4,961-0.9% | $4,693+4.7% | $4,299+14.3% |
| Participant deferral / active EE | $11,756 | $8,310+41.5% | $7,997+47.0% | $6,507+80.7% |
| Admin fee / account holder | $3,801 | $14,846-74.4% | $13,435-71.7% | $12,624-69.9% |