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 | $44,024 | $177,572-75.2% | $154,803-71.6% | $142,382-69.1% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 13.43% | 65.07%-51.6pp | 58.88%-45.5pp | 217.08%-203.6pp |
| Employer contribution / active EE | $964 | $4,810-80.0% | $4,305-77.6% | $4,299-77.6% |
| Participant deferral / active EE | $6,244 | $6,272-0.4% | $5,540+12.7% | $6,507-4.1% |
| Admin fee / account holder | $493 | $16,786-97.1% | $14,329-96.6% | $12,624-96.1% |