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 | $71,058 | $179,726-60.5% | $156,263-54.5% | $142,382-50.1% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.9%+14.8pp | 80.1%+13.6pp |
| Annual return | 12.70% | 77.86%-65.2pp | 59.47%-46.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,079 | $5,069-59.0% | $4,333-52.0% | $4,299-51.6% |
| Participant deferral / active EE | $3,446 | $6,956-50.5% | $6,158-44.0% | $6,507-47.0% |
| Admin fee / account holder | $2,392 | $17,272-86.2% | $14,255-83.2% | $12,624-81.1% |