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 5-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 | $19,727 | $159,602-87.6% | $150,045-86.9% | $142,382-86.1% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 29.39% | 70.24%-40.8pp | 62.55%-33.2pp | 217.08%-187.7pp |
| Employer contribution / active EE | $2,575 | $4,961-48.1% | $4,693-45.1% | $4,299-40.1% |
| Participant deferral / active EE | $5,038 | $8,310-39.4% | $7,997-37.0% | $6,507-22.6% |
| Admin fee / account holder | $1,476 | $14,846-90.1% | $13,435-89.0% | $12,624-88.3% |