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 | $77,707 | $107,934-28.0% | $91,989-15.5% | $152,861-49.2% |
| Participation rate | 95.2% | 81.2%+14.1pp | 78.6%+16.6pp | 82.4%+12.8pp |
| Annual return | 17.38% | 89.24%-71.9pp | 69.02%-51.6pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,348 | $4,210-68.0% | $3,452-61.0% | $4,762-71.7% |
| Participant deferral / active EE | $6,503 | $6,364+2.2% | $5,923+9.8% | $5,850+11.2% |
| Admin fee / account holder | $8,866 | $10,520-15.7% | $7,743+14.5% | $11,596-23.5% |