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 | $66,078 | $159,602-58.6% | $150,045-56.0% | $142,382-53.6% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 20.40% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,048 | $4,961-58.7% | $4,693-56.4% | $4,299-52.4% |
| Participant deferral / active EE | $9,473 | $8,310+14.0% | $7,997+18.5% | $6,507+45.6% |
| Admin fee / account holder | $2,065 | $14,846-86.1% | $13,435-84.6% | $12,624-83.6% |