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 | $69,022 | $159,602-56.8% | $150,045-54.0% | $142,382-51.5% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 22.49% | 70.24%-47.8pp | 62.55%-40.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,422 | $4,961-31.0% | $4,693-27.1% | $4,299-20.4% |
| Participant deferral / active EE | $8,021 | $8,310-3.5% | $7,997+0.3% | $6,507+23.3% |
| Admin fee / account holder | $1,095 | $14,846-92.6% | $13,435-91.8% | $12,624-91.3% |