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 | $23,574 | $165,335-85.7% | $149,696-84.3% | $158,922-85.2% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 21.18% | 348.15%-327.0pp | 276.60%-255.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $3,035 | $5,103-40.5% | $4,644-34.6% | $4,761-36.2% |
| Participant deferral / active EE | $4,303 | $7,181-40.1% | $6,842-37.1% | $5,982-28.1% |
| Admin fee / account holder | $1,326 | $10,807-87.7% | $9,309-85.8% | $11,246-88.2% |