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 | $69,175 | $165,335-58.2% | $149,696-53.8% | $158,922-56.5% |
| Participation rate | 87.0% | 84.6%+2.4pp | 82.5%+4.5pp | 82.0%+5.0pp |
| Annual return | 12.01% | 348.15%-336.1pp | 276.60%-264.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,906 | $5,103-62.7% | $4,644-59.0% | $4,761-60.0% |
| Participant deferral / active EE | $7,405 | $7,181+3.1% | $6,842+8.2% | $5,982+23.8% |
| Admin fee / account holder | $11,054 | $10,807+2.3% | $9,309+18.7% | $11,246-1.7% |