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 | $45,242 | $165,335-72.6% | $149,696-69.8% | $158,922-71.5% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 21.94% | 348.15%-326.2pp | 276.60%-254.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $5,489 | $5,103+7.6% | $4,644+18.2% | $4,761+15.3% |
| Participant deferral / active EE | $8,082 | $7,181+12.5% | $6,842+18.1% | $5,982+35.1% |
| Admin fee / account holder | $3,508 | $10,807-67.5% | $9,309-62.3% | $11,246-68.8% |