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 | $105,928 | $227,553-53.4% | $189,557-44.1% | $167,490-36.8% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.4%+9.1pp | 82.1%+5.4pp |
| Annual return | 13.23% | 78.40%-65.2pp | 64.17%-50.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $1,023 | $5,316-80.8% | $4,412-76.8% | $4,837-78.9% |
| Participant deferral / active EE | $12,727 | $7,002+81.8% | $6,174+106.1% | $6,341+100.7% |
| Admin fee / account holder | $564 | $11,878-95.3% | $9,807-94.3% | $12,309-95.4% |