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 | $70,419 | $117,983-40.3% | $101,794-30.8% | $142,382-50.5% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.2%+26.1pp | 80.1%+15.1pp |
| Annual return | 19.46% | 36.92%-17.5pp | 30.53%-11.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,296 | $2,773-53.2% | $2,289-43.4% | $4,299-69.8% |
| Participant deferral / active EE | $2,618 | $4,714-44.5% | $4,084-35.9% | $6,507-59.8% |
| Admin fee / account holder | $864 | $10,433-91.7% | $8,777-90.2% | $12,624-93.2% |