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 8-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 | $66,971 | $165,335-59.5% | $149,696-55.3% | $158,922-57.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.10% | 348.15%-331.0pp | 276.60%-259.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $3,969 | $5,103-22.2% | $4,644-14.5% | $4,761-16.6% |
| Participant deferral / active EE | $12,809 | $7,181+78.4% | $6,842+87.2% | $5,982+114.1% |
| Admin fee / account holder | $1,846 | $10,807-82.9% | $9,309-80.2% | $11,246-83.6% |