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 | $45,596 | $165,335-72.4% | $149,696-69.5% | $158,922-71.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 15.67% | 348.15%-332.5pp | 276.60%-260.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,388 | $5,103-53.2% | $4,644-48.6% | $4,761-49.8% |
| Participant deferral / active EE | $4,982 | $7,181-30.6% | $6,842-27.2% | $5,982-16.7% |
| Admin fee / account holder | $2,457 | $10,807-77.3% | $9,309-73.6% | $11,246-78.2% |