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 | $91,552 | $114,381-20.0% | $107,525-14.9% | $142,382-35.7% |
| Participation rate | 70.8% | 78.1%-7.3pp | 75.1%-4.2pp | 80.1%-9.3pp |
| Annual return | 14.65% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,381 | $4,015-40.7% | $3,754-36.6% | $4,299-44.6% |
| Participant deferral / active EE | $5,208 | $5,564-6.4% | $5,116+1.8% | $6,507-20.0% |
| Admin fee / account holder | $16,047 | $9,860+62.7% | $8,919+79.9% | $12,624+27.1% |