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 | $93,947 | $159,602-41.1% | $150,045-37.4% | $142,382-34.0% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 14.29% | 70.24%-55.9pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,550 | $4,961-68.8% | $4,693-67.0% | $4,299-64.0% |
| Participant deferral / active EE | $4,094 | $8,310-50.7% | $7,997-48.8% | $6,507-37.1% |
| Admin fee / account holder | $19,021 | $14,846+28.1% | $13,435+41.6% | $12,624+50.7% |