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 | $68,147 | $179,726-62.1% | $156,263-56.4% | $142,382-52.1% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 25.77% | 77.86%-52.1pp | 59.47%-33.7pp | 217.08%-191.3pp |
| Employer contribution / active EE | $3,815 | $5,069-24.8% | $4,333-12.0% | $4,299-11.3% |
| Participant deferral / active EE | $14,758 | $6,956+112.2% | $6,158+139.6% | $6,507+126.8% |
| Admin fee / account holder | $13,586 | $17,272-21.3% | $14,255-4.7% | $12,624+7.6% |