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 | $52,379 | $165,335-68.3% | $149,696-65.0% | $158,922-67.0% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 23.83% | 348.15%-324.3pp | 276.60%-252.8pp | 302.83%-279.0pp |
| Employer contribution / active EE | $2,630 | $5,103-48.5% | $4,644-43.4% | $4,761-44.8% |
| Participant deferral / active EE | $5,358 | $7,181-25.4% | $6,842-21.7% | $5,982-10.4% |
| Admin fee / account holder | $8,389 | $10,807-22.4% | $9,309-9.9% | $11,246-25.4% |