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 | $102,662 | $177,572-42.2% | $154,803-33.7% | $142,382-27.9% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 22.24% | 65.07%-42.8pp | 58.88%-36.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $6,268 | $4,810+30.3% | $4,305+45.6% | $4,299+45.8% |
| Participant deferral / active EE | $6,319 | $6,272+0.8% | $5,540+14.0% | $6,507-2.9% |
| Admin fee / account holder | $1,154 | $16,786-93.1% | $14,329-91.9% | $12,624-90.9% |