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 | $61,297 | $179,726-65.9% | $156,263-60.8% | $142,382-56.9% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.9%+16.9pp | 80.1%+15.7pp |
| Annual return | 19.75% | 77.86%-58.1pp | 59.47%-39.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,065 | $5,069-39.5% | $4,333-29.3% | $4,299-28.7% |
| Participant deferral / active EE | $7,955 | $6,956+14.4% | $6,158+29.2% | $6,507+22.3% |
| Admin fee / account holder | $2,911 | $17,272-83.1% | $14,255-79.6% | $12,624-76.9% |