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 | $125,634 | $165,335-24.0% | $149,696-16.1% | $158,922-20.9% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 16.57% | 348.15%-331.6pp | 276.60%-260.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $4,314 | $5,103-15.5% | $4,644-7.1% | $4,761-9.4% |
| Participant deferral / active EE | $9,114 | $7,181+26.9% | $6,842+33.2% | $5,982+52.4% |
| Admin fee / account holder | $3,261 | $10,807-69.8% | $9,309-65.0% | $11,246-71.0% |