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 | $76,506 | $201,272-62.0% | $184,203-58.5% | $145,922-47.6% |
| Participation rate | 82.6% | 87.5%-4.9pp | 86.8%-4.2pp | 80.3%+2.3pp |
| Annual return | 36.65% | 29.00%+7.6pp | 28.81%+7.8pp | 561.29%-524.6pp |
| Employer contribution / active EE | $3,203 | $7,022-54.4% | $6,427-50.2% | $4,660-31.3% |
| Participant deferral / active EE | $9,712 | $9,806-1.0% | $9,131+6.4% | $6,688+45.2% |
| Admin fee / account holder | $7,465 | $16,364-54.4% | $13,901-46.3% | $13,397-44.3% |