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 | $57,378 | $165,335-65.3% | $149,696-61.7% | $158,922-63.9% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 26.78% | 348.15%-321.4pp | 276.60%-249.8pp | 302.83%-276.0pp |
| Employer contribution / active EE | $4,661 | $5,103-8.6% | $4,644+0.4% | $4,761-2.1% |
| Participant deferral / active EE | $10,100 | $7,181+40.6% | $6,842+47.6% | $5,982+68.8% |
| Admin fee / account holder | $8,913 | $10,807-17.5% | $9,309-4.2% | $11,246-20.7% |