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 | $72,876 | $165,335-55.9% | $149,696-51.3% | $158,922-54.1% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 9.36% | 348.15%-338.8pp | 276.60%-267.2pp | 302.83%-293.5pp |
| Employer contribution / active EE | $3,077 | $5,103-39.7% | $4,644-33.7% | $4,761-35.4% |
| Participant deferral / active EE | $5,343 | $7,181-25.6% | $6,842-21.9% | $5,982-10.7% |
| Admin fee / account holder | $20,481 | $10,807+89.5% | $9,309+120.0% | $11,246+82.1% |