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 | $61,523 | $179,726-65.8% | $156,263-60.6% | $142,382-56.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 16.61% | 77.86%-61.2pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,383 | $5,069-53.0% | $4,333-45.0% | $4,299-44.6% |
| Participant deferral / active EE | $5,023 | $6,956-27.8% | $6,158-18.4% | $6,507-22.8% |
| Admin fee / account holder | $5,771 | $17,272-66.6% | $14,255-59.5% | $12,624-54.3% |