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 | $81,250 | $197,591-58.9% | $177,821-54.3% | $158,922-48.9% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.7%+6.4pp | 82.0%+12.2pp |
| Annual return | 19.71% | 58.76%-39.0pp | 48.32%-28.6pp | 302.83%-283.1pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $14,362 | $8,405+70.9% | $7,714+86.2% | $5,982+140.1% |
| Admin fee / account holder | $27,678 | $15,399+79.7% | $12,427+122.7% | $11,246+146.1% |