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 | $55,906 | $165,335-66.2% | $149,696-62.7% | $158,922-64.8% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 25.94% | 348.15%-322.2pp | 276.60%-250.7pp | 302.83%-276.9pp |
| Employer contribution / active EE | $3,610 | $5,103-29.3% | $4,644-22.3% | $4,761-24.2% |
| Participant deferral / active EE | $10,288 | $7,181+43.3% | $6,842+50.4% | $5,982+72.0% |
| Admin fee / account holder | $4,048 | $10,807-62.5% | $9,309-56.5% | $11,246-64.0% |