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 | $71,736 | $177,572-59.6% | $154,803-53.7% | $142,382-49.6% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 16.72% | 65.07%-48.3pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,857 | $4,810-40.6% | $4,305-33.6% | $4,299-33.5% |
| Participant deferral / active EE | $6,293 | $6,272+0.3% | $5,540+13.6% | $6,507-3.3% |
| Admin fee / account holder | $2,581 | $16,786-84.6% | $14,329-82.0% | $12,624-79.6% |