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 8-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 | $120,946 | $159,602-24.2% | $150,045-19.4% | $142,382-15.1% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 26.93% | 70.24%-43.3pp | 62.55%-35.6pp | 217.08%-190.1pp |
| Employer contribution / active EE | $2,011 | $4,961-59.5% | $4,693-57.2% | $4,299-53.2% |
| Participant deferral / active EE | $8,225 | $8,310-1.0% | $7,997+2.9% | $6,507+26.4% |
| Admin fee / account holder | $1,523 | $14,846-89.7% | $13,435-88.7% | $12,624-87.9% |