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 | $99,381 | $165,335-39.9% | $149,696-33.6% | $158,922-37.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 20.77% | 348.15%-327.4pp | 276.60%-255.8pp | 302.83%-282.1pp |
| Employer contribution / active EE | $3,332 | $5,103-34.7% | $4,644-28.3% | $4,761-30.0% |
| Participant deferral / active EE | $5,584 | $7,181-22.2% | $6,842-18.4% | $5,982-6.7% |
| Admin fee / account holder | $3,550 | $10,807-67.2% | $9,309-61.9% | $11,246-68.4% |