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 | $85,047 | $124,319-31.6% | $111,297-23.6% | $167,490-49.2% |
| Participation rate | 93.3% | 79.6%+13.7pp | 77.3%+16.0pp | 82.1%+11.2pp |
| Annual return | 13.05% | 37.44%-24.4pp | 54.65%-41.6pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,331 | $3,435-32.2% | $2,731-14.7% | $4,837-51.8% |
| Participant deferral / active EE | $5,700 | $5,180+10.0% | $4,487+27.0% | $6,341-10.1% |
| Admin fee / account holder | $4,617 | $10,618-56.5% | $7,964-42.0% | $12,309-62.5% |