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 7-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 | $61,525 | $159,602-61.5% | $150,045-59.0% | $142,382-56.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 32.50% | 70.24%-37.7pp | 62.55%-30.0pp | 217.08%-184.6pp |
| Employer contribution / active EE | $3,189 | $4,961-35.7% | $4,693-32.1% | $4,299-25.8% |
| Participant deferral / active EE | $8,410 | $8,310+1.2% | $7,997+5.2% | $6,507+29.2% |
| Admin fee / account holder | $480 | $14,846-96.8% | $13,435-96.4% | $12,624-96.2% |