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 | $75,348 | $176,056-57.2% | $159,436-52.7% | $167,490-55.0% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 29.51% | 331.75%-302.2pp | 263.57%-234.1pp | 478.56%-449.1pp |
| Employer contribution / active EE | $2,718 | $5,297-48.7% | $4,829-43.7% | $4,837-43.8% |
| Participant deferral / active EE | $7,496 | $7,750-3.3% | $7,352+2.0% | $6,341+18.2% |
| Admin fee / account holder | $820 | $12,554-93.5% | $10,799-92.4% | $12,309-93.3% |