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 | $96,758 | $148,534-34.9% | $135,903-28.8% | $139,434-30.6% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 14.19% | 79.19%-65.0pp | 68.23%-54.0pp | 372.94%-358.8pp |
| Employer contribution / active EE | $6,441 | $5,243+22.8% | $4,856+32.6% | $4,751+35.6% |
| Participant deferral / active EE | $2,841 | $8,100-64.9% | $7,758-63.4% | $6,710-57.7% |
| Admin fee / account holder | $1,771 | $12,400-85.7% | $10,762-83.5% | $11,403-84.5% |