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 | $69,667 | $177,572-60.8% | $154,803-55.0% | $142,382-51.1% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 21.56% | 65.07%-43.5pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $5,922 | $4,810+23.1% | $4,305+37.5% | $4,299+37.7% |
| Participant deferral / active EE | $4,891 | $6,272-22.0% | $5,540-11.7% | $6,507-24.8% |
| Admin fee / account holder | $545 | $16,786-96.8% | $14,329-96.2% | $12,624-95.7% |