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 | $80,867 | $159,602-49.3% | $150,045-46.1% | $142,382-43.2% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 32.75% | 70.24%-37.5pp | 62.55%-29.8pp | 217.08%-184.3pp |
| Employer contribution / active EE | $1,557 | $4,961-68.6% | $4,693-66.8% | $4,299-63.8% |
| Participant deferral / active EE | $6,296 | $8,310-24.2% | $7,997-21.3% | $6,507-3.3% |
| Admin fee / account holder | $29,816 | $14,846+100.8% | $13,435+121.9% | $12,624+136.2% |