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 | $74,829 | $165,335-54.7% | $149,696-50.0% | $158,922-52.9% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 18.61% | 348.15%-329.5pp | 276.60%-258.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $5,945 | $5,103+16.5% | $4,644+28.0% | $4,761+24.9% |
| Participant deferral / active EE | $4,922 | $7,181-31.5% | $6,842-28.1% | $5,982-17.7% |
| Admin fee / account holder | $977 | $10,807-91.0% | $9,309-89.5% | $11,246-91.3% |