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 | $57,523 | $90,503-36.4% | $78,689-26.9% | $273,961-79.0% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 9.66% | 75.60%-65.9pp | 62.18%-52.5pp | 41.45%-31.8pp |
| Employer contribution / active EE | $5,138 | $3,176+61.8% | $2,851+80.2% | $4,869+5.5% |
| Participant deferral / active EE | $9,367 | $3,901+140.1% | $3,517+166.3% | $5,287+77.2% |
| Admin fee / account holder | $1,135 | $5,263-78.4% | $4,510-74.8% | $10,132-88.8% |