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 | $74,740 | $165,335-54.8% | $149,696-50.1% | $158,922-53.0% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 24.26% | 348.15%-323.9pp | 276.60%-252.3pp | 302.83%-278.6pp |
| Employer contribution / active EE | $4,318 | $5,103-15.4% | $4,644-7.0% | $4,761-9.3% |
| Participant deferral / active EE | $7,863 | $7,181+9.5% | $6,842+14.9% | $5,982+31.4% |
| Admin fee / account holder | $361 | $10,807-96.7% | $9,309-96.1% | $11,246-96.8% |