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 | $45,354 | $159,602-71.6% | $150,045-69.8% | $142,382-68.1% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 27.61% | 70.24%-42.6pp | 62.55%-34.9pp | 217.08%-189.5pp |
| Employer contribution / active EE | $6,708 | $4,961+35.2% | $4,693+42.9% | $4,299+56.0% |
| Participant deferral / active EE | $4,601 | $8,310-44.6% | $7,997-42.5% | $6,507-29.3% |
| Admin fee / account holder | $1,382 | $14,846-90.7% | $13,435-89.7% | $12,624-89.0% |