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 | $46,449 | $165,335-71.9% | $149,696-69.0% | $158,922-70.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 17.88% | 348.15%-330.3pp | 276.60%-258.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $3,685 | $5,103-27.8% | $4,644-20.7% | $4,761-22.6% |
| Participant deferral / active EE | $7,005 | $7,181-2.5% | $6,842+2.4% | $5,982+17.1% |
| Admin fee / account holder | $350 | $10,807-96.8% | $9,309-96.2% | $11,246-96.9% |