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 | $79,459 | $135,952-41.6% | $123,892-35.9% | $273,961-71.0% |
| Participation rate | 95.2% | 84.1%+11.2pp | 81.4%+13.8pp | 83.0%+12.2pp |
| Annual return | 8.19% | 56.63%-48.4pp | 47.52%-39.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $5,290 | $5,170+2.3% | $4,617+14.6% | $4,869+8.7% |
| Participant deferral / active EE | $12,997 | $6,343+104.9% | $5,984+117.2% | $5,287+145.8% |
| Admin fee / account holder | $8,370 | $9,817-14.7% | $8,357+0.2% | $10,132-17.4% |