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 | $122,930 | $201,272-38.9% | $184,203-33.3% | $145,922-15.8% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 39.97% | 29.00%+11.0pp | 28.81%+11.2pp | 561.29%-521.3pp |
| Employer contribution / active EE | $4,188 | $7,022-40.4% | $6,427-34.8% | $4,660-10.1% |
| Participant deferral / active EE | $7,747 | $9,806-21.0% | $9,131-15.2% | $6,688+15.8% |
| Admin fee / account holder | $2,460 | $16,364-85.0% | $13,901-82.3% | $13,397-81.6% |