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 | $115,379 | $165,335-30.2% | $149,696-22.9% | $158,922-27.4% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 23.28% | 348.15%-324.9pp | 276.60%-253.3pp | 302.83%-279.5pp |
| Employer contribution / active EE | $3,859 | $5,103-24.4% | $4,644-16.9% | $4,761-18.9% |
| Participant deferral / active EE | $6,838 | $7,181-4.8% | $6,842-0.1% | $5,982+14.3% |
| Admin fee / account holder | $3,395 | $10,807-68.6% | $9,309-63.5% | $11,246-69.8% |