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 | $64,643 | $165,335-60.9% | $149,696-56.8% | $158,922-59.3% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 11.99% | 348.15%-336.2pp | 276.60%-264.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,559 | $5,103-49.8% | $4,644-44.9% | $4,761-46.2% |
| Participant deferral / active EE | $4,813 | $7,181-33.0% | $6,842-29.6% | $5,982-19.5% |
| Admin fee / account holder | $1,661 | $10,807-84.6% | $9,309-82.2% | $11,246-85.2% |