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 | $82,547 | $214,378-61.5% | $200,582-58.8% | $142,382-42.0% |
| Participation rate | 91.3% | 87.4%+3.9pp | 86.9%+4.4pp | 80.1%+11.2pp |
| Annual return | 13.89% | 46.41%-32.5pp | 42.33%-28.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $7,351 | $6,841+7.5% | $6,419+14.5% | $4,299+71.0% |
| Participant deferral / active EE | $7,435 | $9,865-24.6% | $9,331-20.3% | $6,507+14.3% |
| Admin fee / account holder | $4,174 | $17,692-76.4% | $16,305-74.4% | $12,624-66.9% |