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 | $85,149 | $159,602-46.6% | $150,045-43.3% | $142,382-40.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 19.64% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,401 | $4,961-71.8% | $4,693-70.1% | $4,299-67.4% |
| Participant deferral / active EE | $5,282 | $8,310-36.4% | $7,997-34.0% | $6,507-18.8% |
| Admin fee / account holder | $1,199 | $14,846-91.9% | $13,435-91.1% | $12,624-90.5% |