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 | $139,725 | $165,335-15.5% | $149,696-6.7% | $158,922-12.1% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 12.42% | 348.15%-335.7pp | 276.60%-264.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $4,526 | $5,103-11.3% | $4,644-2.5% | $4,761-4.9% |
| Participant deferral / active EE | $6,562 | $7,181-8.6% | $6,842-4.1% | $5,982+9.7% |
| Admin fee / account holder | $620 | $10,807-94.3% | $9,309-93.3% | $11,246-94.5% |