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 | $58,195 | $177,572-67.2% | $154,803-62.4% | $142,382-59.1% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 27.65% | 65.07%-37.4pp | 58.88%-31.2pp | 217.08%-189.4pp |
| Employer contribution / active EE | $921 | $4,810-80.9% | $4,305-78.6% | $4,299-78.6% |
| Participant deferral / active EE | $4,038 | $6,272-35.6% | $5,540-27.1% | $6,507-37.9% |
| Admin fee / account holder | $1,157 | $16,786-93.1% | $14,329-91.9% | $12,624-90.8% |