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 | $87,715 | $217,402-59.7% | $185,823-52.8% | $167,490-47.6% |
| Participation rate | 78.6% | 86.0%-7.5pp | 81.7%-3.1pp | 82.1%-3.5pp |
| Annual return | 15.35% | 148.36%-133.0pp | 122.05%-106.7pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,261 | $5,873-44.5% | $5,167-36.9% | $4,837-32.6% |
| Participant deferral / active EE | $9,433 | $6,356+48.4% | $5,568+69.4% | $6,341+48.8% |
| Admin fee / account holder | $1,745 | $19,811-91.2% | $16,237-89.3% | $12,309-85.8% |