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 10-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 | $73,078 | $179,726-59.3% | $156,263-53.2% | $142,382-48.7% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 15.59% | 77.86%-62.3pp | 59.47%-43.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,841 | $5,069-24.2% | $4,333-11.3% | $4,299-10.6% |
| Participant deferral / active EE | $7,673 | $6,956+10.3% | $6,158+24.6% | $6,507+17.9% |
| Admin fee / account holder | $20,445 | $17,272+18.4% | $14,255+43.4% | $12,624+62.0% |