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 | $114,842 | $124,319-7.6% | $111,297+3.2% | $167,490-31.4% |
| Participation rate | 70.0% | 79.6%-9.6pp | 77.3%-7.3pp | 82.1%-12.1pp |
| Annual return | 14.73% | 37.44%-22.7pp | 54.65%-39.9pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,493 | $3,435-56.5% | $2,731-45.3% | $4,837-69.1% |
| Participant deferral / active EE | $4,840 | $5,180-6.6% | $4,487+7.9% | $6,341-23.7% |
| Admin fee / account holder | $8,995 | $10,618-15.3% | $7,964+13.0% | $12,309-26.9% |