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 | $100,644 | $104,974-4.1% | $95,585+5.3% | $142,382-29.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 18.20% | 210.33%-192.1pp | 38.56%-20.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,701 | $2,779-38.8% | $2,527-32.7% | $4,299-60.4% |
| Participant deferral / active EE | $3,401 | $4,352-21.9% | $4,023-15.5% | $6,507-47.7% |
| Admin fee / account holder | $1,295 | $6,386-79.7% | $6,127-78.9% | $12,624-89.7% |