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 | $63,977 | $135,952-52.9% | $123,892-48.4% | $273,961-76.6% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 8.79% | 56.63%-47.8pp | 47.52%-38.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $7,631 | $5,170+47.6% | $4,617+65.3% | $4,869+56.7% |
| Participant deferral / active EE | $11,259 | $6,343+77.5% | $5,984+88.1% | $5,287+113.0% |
| Admin fee / account holder | $1,618 | $9,817-83.5% | $8,357-80.6% | $10,132-84.0% |