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 | $64,382 | $165,335-61.1% | $149,696-57.0% | $158,922-59.5% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 14.97% | 348.15%-333.2pp | 276.60%-261.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,615 | $5,103-48.8% | $4,644-43.7% | $4,761-45.1% |
| Participant deferral / active EE | $6,279 | $7,181-12.6% | $6,842-8.2% | $5,982+5.0% |
| Admin fee / account holder | $5,363 | $10,807-50.4% | $9,309-42.4% | $11,246-52.3% |