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 | $71,313 | $214,378-66.7% | $200,582-64.4% | $142,382-49.9% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 18.81% | 46.41%-27.6pp | 42.33%-23.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,816 | $6,841-73.5% | $6,419-71.7% | $4,299-57.8% |
| Participant deferral / active EE | $9,373 | $9,865-5.0% | $9,331+0.4% | $6,507+44.0% |
| Admin fee / account holder | $419 | $17,692-97.6% | $16,305-97.4% | $12,624-96.7% |