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 | $86,413 | $159,602-45.9% | $150,045-42.4% | $142,382-39.3% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 17.47% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $7,241 | $4,961+46.0% | $4,693+54.3% | $4,299+68.4% |
| Participant deferral / active EE | $5,123 | $8,310-38.3% | $7,997-35.9% | $6,507-21.3% |
| Admin fee / account holder | $8,494 | $14,846-42.8% | $13,435-36.8% | $12,624-32.7% |