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 | $75,025 | $183,519-59.1% | $155,509-51.8% | $145,922-48.6% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 16.22% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,010 | $5,313-62.2% | $4,672-57.0% | $4,660-56.9% |
| Participant deferral / active EE | $5,238 | $6,462-18.9% | $5,626-6.9% | $6,688-21.7% |
| Admin fee / account holder | $434 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |