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 | $115,893 | $179,726-35.5% | $156,263-25.8% | $142,382-18.6% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 15.48% | 77.86%-62.4pp | 59.47%-44.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,793 | $5,069-25.2% | $4,333-12.5% | $4,299-11.8% |
| Participant deferral / active EE | $7,281 | $6,956+4.7% | $6,158+18.2% | $6,507+11.9% |
| Admin fee / account holder | $976 | $17,272-94.3% | $14,255-93.2% | $12,624-92.3% |