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 | $118,021 | $217,402-45.7% | $185,823-36.5% | $167,490-29.5% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 17.32% | 148.36%-131.0pp | 122.05%-104.7pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,378 | $5,873-59.5% | $5,167-54.0% | $4,837-50.8% |
| Participant deferral / active EE | $4,065 | $6,356-36.0% | $5,568-27.0% | $6,341-35.9% |
| Admin fee / account holder | $4,810 | $19,811-75.7% | $16,237-70.4% | $12,309-60.9% |