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 | $41,868 | $165,335-74.7% | $149,696-72.0% | $158,922-73.7% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 22.98% | 348.15%-325.2pp | 276.60%-253.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $2,019 | $5,103-60.4% | $4,644-56.5% | $4,761-57.6% |
| Participant deferral / active EE | $5,899 | $7,181-17.9% | $6,842-13.8% | $5,982-1.4% |
| Admin fee / account holder | $420 | $10,807-96.1% | $9,309-95.5% | $11,246-96.3% |