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 | $105,506 | $159,602-33.9% | $150,045-29.7% | $142,382-25.9% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 19.79% | 70.24%-50.4pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,947 | $4,961-60.8% | $4,693-58.5% | $4,299-54.7% |
| Participant deferral / active EE | $5,669 | $8,310-31.8% | $7,997-29.1% | $6,507-12.9% |
| Admin fee / account holder | $1,772 | $14,846-88.1% | $13,435-86.8% | $12,624-86.0% |