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 | $94,761 | $185,822-49.0% | $169,993-44.3% | $139,434-32.0% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.8pp | 80.3%+13.4pp |
| Annual return | 14.06% | 60.50%-46.4pp | 53.37%-39.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $3,427 | $7,590-54.8% | $6,785-49.5% | $4,751-27.9% |
| Participant deferral / active EE | $7,624 | $11,622-34.4% | $10,408-26.7% | $6,710+13.6% |
| Admin fee / account holder | $6,973 | $15,381-54.7% | $12,815-45.6% | $11,403-38.8% |