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 | $108,929 | $165,335-34.1% | $149,696-27.2% | $158,922-31.5% |
| Participation rate | 79.2% | 84.6%-5.4pp | 82.5%-3.3pp | 82.0%-2.8pp |
| Annual return | 15.12% | 348.15%-333.0pp | 276.60%-261.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,001 | $5,103-41.2% | $4,644-35.4% | $4,761-37.0% |
| Participant deferral / active EE | $6,853 | $7,181-4.6% | $6,842+0.2% | $5,982+14.6% |
| Admin fee / account holder | $14,961 | $10,807+38.4% | $9,309+60.7% | $11,246+33.0% |