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 | $74,329 | $177,572-58.1% | $154,803-52.0% | $142,382-47.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 15.62% | 65.07%-49.4pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,892 | $4,810-39.9% | $4,305-32.8% | $4,299-32.7% |
| Participant deferral / active EE | $3,930 | $6,272-37.3% | $5,540-29.1% | $6,507-39.6% |
| Admin fee / account holder | $14,255 | $16,786-15.1% | $14,329-0.5% | $12,624+12.9% |