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 | $85,021 | $214,378-60.3% | $200,582-57.6% | $142,382-40.3% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 20.44% | 46.41%-26.0pp | 42.33%-21.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,494 | $6,841-78.2% | $6,419-76.7% | $4,299-65.3% |
| Participant deferral / active EE | $5,116 | $9,865-48.1% | $9,331-45.2% | $6,507-21.4% |
| Admin fee / account holder | $405 | $17,692-97.7% | $16,305-97.5% | $12,624-96.8% |