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 | $81,071 | $214,378-62.2% | $200,582-59.6% | $142,382-43.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 16.72% | 46.41%-29.7pp | 42.33%-25.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,914 | $6,841-57.4% | $6,419-54.6% | $4,299-32.2% |
| Participant deferral / active EE | $9,976 | $9,865+1.1% | $9,331+6.9% | $6,507+53.3% |
| Admin fee / account holder | $1,677 | $17,692-90.5% | $16,305-89.7% | $12,624-86.7% |