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 | $107,394 | $165,335-35.0% | $149,696-28.3% | $158,922-32.4% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 21.78% | 348.15%-326.4pp | 276.60%-254.8pp | 302.83%-281.0pp |
| Employer contribution / active EE | $2,058 | $5,103-59.7% | $4,644-55.7% | $4,761-56.8% |
| Participant deferral / active EE | $7,267 | $7,181+1.2% | $6,842+6.2% | $5,982+21.5% |
| Admin fee / account holder | $1,744 | $10,807-83.9% | $9,309-81.3% | $11,246-84.5% |