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 | $64,203 | $159,602-59.8% | $150,045-57.2% | $142,382-54.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 28.72% | 70.24%-41.5pp | 62.55%-33.8pp | 217.08%-188.4pp |
| Employer contribution / active EE | $4,888 | $4,961-1.5% | $4,693+4.2% | $4,299+13.7% |
| Participant deferral / active EE | $7,192 | $8,310-13.5% | $7,997-10.1% | $6,507+10.5% |
| Admin fee / account holder | $2,204 | $14,846-85.2% | $13,435-83.6% | $12,624-82.5% |