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 | $60,600 | $90,503-33.0% | $78,689-23.0% | $273,961-77.9% |
| Participation rate | 94.4% | 76.5%+17.9pp | 73.6%+20.9pp | 83.0%+11.4pp |
| Annual return | 8.11% | 75.60%-67.5pp | 62.18%-54.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,891 | $3,176-9.0% | $2,851+1.4% | $4,869-40.6% |
| Participant deferral / active EE | $5,388 | $3,901+38.1% | $3,517+53.2% | $5,287+1.9% |
| Admin fee / account holder | $12,826 | $5,263+143.7% | $4,510+184.4% | $10,132+26.6% |