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 | $105,921 | $165,335-35.9% | $149,696-29.2% | $158,922-33.4% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 20.65% | 348.15%-327.5pp | 276.60%-256.0pp | 302.83%-282.2pp |
| Employer contribution / active EE | $2,927 | $5,103-42.6% | $4,644-37.0% | $4,761-38.5% |
| Participant deferral / active EE | $7,495 | $7,181+4.4% | $6,842+9.6% | $5,982+25.3% |
| Admin fee / account holder | $317 | $10,807-97.1% | $9,309-96.6% | $11,246-97.2% |