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 | $73,574 | $159,602-53.9% | $150,045-51.0% | $142,382-48.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 18.68% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,067 | $4,961-38.2% | $4,693-34.7% | $4,299-28.7% |
| Participant deferral / active EE | $8,137 | $8,310-2.1% | $7,997+1.7% | $6,507+25.0% |
| Admin fee / account holder | $789 | $14,846-94.7% | $13,435-94.1% | $12,624-93.7% |