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 9-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 | $62,521 | $159,602-60.8% | $150,045-58.3% | $142,382-56.1% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 12.92% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $10,020 | $4,961+102.0% | $4,693+113.5% | $4,299+133.1% |
| Participant deferral / active EE | $7,416 | $8,310-10.8% | $7,997-7.3% | $6,507+14.0% |
| Admin fee / account holder | $2,420 | $14,846-83.7% | $13,435-82.0% | $12,624-80.8% |