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 | $179,878 | $214,378-16.1% | $200,582-10.3% | $142,382+26.3% |
| Participation rate | 76.2% | 87.4%-11.2pp | 86.9%-10.7pp | 80.1%-3.9pp |
| Annual return | 21.45% | 46.41%-25.0pp | 42.33%-20.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,977 | $6,841-56.5% | $6,419-53.6% | $4,299-30.8% |
| Participant deferral / active EE | $6,439 | $9,865-34.7% | $9,331-31.0% | $6,507-1.1% |
| Admin fee / account holder | $5,829 | $17,692-67.1% | $16,305-64.3% | $12,624-53.8% |