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 | $123,145 | $165,335-25.5% | $149,696-17.7% | $158,922-22.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 23.71% | 348.15%-324.4pp | 276.60%-252.9pp | 302.83%-279.1pp |
| Employer contribution / active EE | $2,657 | $5,103-47.9% | $4,644-42.8% | $4,761-44.2% |
| Participant deferral / active EE | $5,962 | $7,181-17.0% | $6,842-12.9% | $5,982-0.3% |
| Admin fee / account holder | $1,897 | $10,807-82.4% | $9,309-79.6% | $11,246-83.1% |