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 | $81,469 | $202,432-59.8% | $169,368-51.9% | $139,434-41.6% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 17.62% | 531.74%-514.1pp | 405.60%-388.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,484 | $4,692-68.4% | $4,013-63.0% | $4,751-68.8% |
| Participant deferral / active EE | $18,357 | $6,938+164.6% | $6,221+195.1% | $6,710+173.6% |
| Admin fee / account holder | $4,193 | $10,708-60.8% | $9,003-53.4% | $11,403-63.2% |