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 | $116,926 | $198,466-41.1% | $170,442-31.4% | $147,584-20.8% |
| Participation rate | 81.3% | 88.0%-6.7pp | 83.6%-2.3pp | 82.8%-1.6pp |
| Annual return | 11.29% | 257.29%-246.0pp | 205.93%-194.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $6,264 | $6,184+1.3% | $5,433+15.3% | $4,876+28.5% |
| Participant deferral / active EE | $4,239 | $5,629-24.7% | $4,939-14.2% | $5,439-22.1% |
| Admin fee / account holder | $69,511 | $16,852+312.5% | $13,880+400.8% | $10,885+538.6% |