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 | $117,915 | $159,602-26.1% | $150,045-21.4% | $142,382-17.2% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 17.01% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,442 | $4,961-10.4% | $4,693-5.3% | $4,299+3.3% |
| Participant deferral / active EE | $8,870 | $8,310+6.7% | $7,997+10.9% | $6,507+36.3% |
| Admin fee / account holder | $6,961 | $14,846-53.1% | $13,435-48.2% | $12,624-44.9% |