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 | $114,446 | $165,335-30.8% | $149,696-23.5% | $158,922-28.0% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 18.67% | 348.15%-329.5pp | 276.60%-257.9pp | 302.83%-284.2pp |
| Employer contribution / active EE | $10,441 | $5,103+104.6% | $4,644+124.8% | $4,761+119.3% |
| Participant deferral / active EE | $7,164 | $7,181-0.2% | $6,842+4.7% | $5,982+19.8% |
| Admin fee / account holder | $1,428 | $10,807-86.8% | $9,309-84.7% | $11,246-87.3% |