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 | $125,265 | $176,056-28.8% | $159,436-21.4% | $167,490-25.2% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 17.63% | 331.75%-314.1pp | 263.57%-245.9pp | 478.56%-460.9pp |
| Employer contribution / active EE | $2,889 | $5,297-45.5% | $4,829-40.2% | $4,837-40.3% |
| Participant deferral / active EE | $6,758 | $7,750-12.8% | $7,352-8.1% | $6,341+6.6% |
| Admin fee / account holder | $1,522 | $12,554-87.9% | $10,799-85.9% | $12,309-87.6% |