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 3-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 | $47,156 | $106,584-55.8% | $101,326-53.5% | $142,382-66.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 28.66% | 36.93%-8.3pp | 36.82%-8.2pp | 217.08%-188.4pp |
| Employer contribution / active EE | $2,433 | $3,956-38.5% | $3,665-33.6% | $4,299-43.4% |
| Participant deferral / active EE | $7,798 | $8,297-6.0% | $7,994-2.5% | $6,507+19.8% |
| Admin fee / account holder | $449 | $11,446-96.1% | $11,185-96.0% | $12,624-96.4% |