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 | $39,467 | $148,534-73.4% | $135,903-71.0% | $139,434-71.7% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 27.91% | 79.19%-51.3pp | 68.23%-40.3pp | 372.94%-345.0pp |
| Employer contribution / active EE | $6,317 | $5,243+20.5% | $4,856+30.1% | $4,751+33.0% |
| Participant deferral / active EE | $9,671 | $8,100+19.4% | $7,758+24.7% | $6,710+44.1% |
| Admin fee / account holder | $1,054 | $12,400-91.5% | $10,762-90.2% | $11,403-90.8% |