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 8-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 | $50,118 | $177,572-71.8% | $154,803-67.6% | $142,382-64.8% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 33.97% | 65.07%-31.1pp | 58.88%-24.9pp | 217.08%-183.1pp |
| Employer contribution / active EE | $1,709 | $4,810-64.5% | $4,305-60.3% | $4,299-60.2% |
| Participant deferral / active EE | $6,203 | $6,272-1.1% | $5,540+12.0% | $6,507-4.7% |
| Admin fee / account holder | $4,532 | $16,786-73.0% | $14,329-68.4% | $12,624-64.1% |