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 4-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 | $64,193 | $159,602-59.8% | $150,045-57.2% | $142,382-54.9% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 21.82% | 70.24%-48.4pp | 62.55%-40.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,168 | $4,961-56.3% | $4,693-53.8% | $4,299-49.6% |
| Participant deferral / active EE | $10,844 | $8,310+30.5% | $7,997+35.6% | $6,507+66.7% |
| Admin fee / account holder | $807 | $14,846-94.6% | $13,435-94.0% | $12,624-93.6% |