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 | $75,220 | $159,602-52.9% | $150,045-49.9% | $142,382-47.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 17.19% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,291 | $4,961-13.5% | $4,693-8.6% | $4,299-0.2% |
| Participant deferral / active EE | $8,571 | $8,310+3.1% | $7,997+7.2% | $6,507+31.7% |
| Admin fee / account holder | $862 | $14,846-94.2% | $13,435-93.6% | $12,624-93.2% |