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 | $98,875 | $214,378-53.9% | $200,582-50.7% | $142,382-30.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 22.31% | 46.41%-24.1pp | 42.33%-20.0pp | 217.08%-194.8pp |
| Employer contribution / active EE | $6,506 | $6,841-4.9% | $6,419+1.4% | $4,299+51.3% |
| Participant deferral / active EE | $19,393 | $9,865+96.6% | $9,331+107.8% | $6,507+198.0% |
| Admin fee / account holder | $9,550 | $17,692-46.0% | $16,305-41.4% | $12,624-24.4% |