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 | $61,129 | $201,272-69.6% | $184,203-66.8% | $145,922-58.1% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+8.0pp |
| Annual return | 13.26% | 29.00%-15.7pp | 28.81%-15.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,182 | $7,022-68.9% | $6,427-66.1% | $4,660-53.2% |
| Participant deferral / active EE | $4,301 | $9,806-56.1% | $9,131-52.9% | $6,688-35.7% |
| Admin fee / account holder | $2,181 | $16,364-86.7% | $13,901-84.3% | $13,397-83.7% |