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 9-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 | $73,093 | $115,770-36.9% | $101,248-27.8% | $158,922-54.0% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 17.70% | 56.14%-38.4pp | 46.47%-28.8pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,423 | $4,175-42.0% | $3,660-33.8% | $4,761-49.1% |
| Participant deferral / active EE | $7,909 | $4,957+59.5% | $4,370+81.0% | $5,982+32.2% |
| Admin fee / account holder | $390 | $7,245-94.6% | $5,945-93.4% | $11,246-96.5% |