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 | $66,692 | $165,335-59.7% | $149,696-55.4% | $158,922-58.0% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 32.85% | 348.15%-315.3pp | 276.60%-243.7pp | 302.83%-270.0pp |
| Employer contribution / active EE | $2,200 | $5,103-56.9% | $4,644-52.6% | $4,761-53.8% |
| Participant deferral / active EE | $3,639 | $7,181-49.3% | $6,842-46.8% | $5,982-39.2% |
| Admin fee / account holder | $2,279 | $10,807-78.9% | $9,309-75.5% | $11,246-79.7% |