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 | $97,120 | $159,602-39.1% | $150,045-35.3% | $142,382-31.8% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 17.03% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,911 | $4,961-61.5% | $4,693-59.3% | $4,299-55.6% |
| Participant deferral / active EE | $4,522 | $8,310-45.6% | $7,997-43.5% | $6,507-30.5% |
| Admin fee / account holder | $4,892 | $14,846-67.1% | $13,435-63.6% | $12,624-61.2% |