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 | $115,904 | $177,572-34.7% | $154,803-25.1% | $142,382-18.6% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 16.40% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,964 | $4,810-38.4% | $4,305-31.2% | $4,299-31.1% |
| Participant deferral / active EE | $5,427 | $6,272-13.5% | $5,540-2.1% | $6,507-16.6% |
| Admin fee / account holder | $8,124 | $16,786-51.6% | $14,329-43.3% | $12,624-35.6% |