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 | $77,492 | $154,117-49.7% | $129,995-40.4% | $139,434-44.4% |
| Participation rate | 78.3% | 82.0%-3.7pp | 78.5%-0.2pp | 80.3%-2.1pp |
| Annual return | 23.33% | 32.48%-9.1pp | -137.18%+160.5pp | 372.94%-349.6pp |
| Employer contribution / active EE | $2,680 | $5,289-49.3% | $4,320-37.9% | $4,751-43.6% |
| Participant deferral / active EE | $6,710 | $6,7100% | $5,820+15.3% | $6,7100% |
| Admin fee / account holder | $2,800 | $14,007-80.0% | $10,614-73.6% | $11,403-75.4% |