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 | $69,071 | $159,602-56.7% | $150,045-54.0% | $142,382-51.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 26.46% | 70.24%-43.8pp | 62.55%-36.1pp | 217.08%-190.6pp |
| Employer contribution / active EE | $9,099 | $4,961+83.4% | $4,693+93.9% | $4,299+111.6% |
| Participant deferral / active EE | $13,106 | $8,310+57.7% | $7,997+63.9% | $6,507+101.4% |
| Admin fee / account holder | $4,384 | $14,846-70.5% | $13,435-67.4% | $12,624-65.3% |