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 | $119,779 | $165,335-27.6% | $149,696-20.0% | $158,922-24.6% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 14.92% | 348.15%-333.2pp | 276.60%-261.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $6,409 | $5,103+25.6% | $4,644+38.0% | $4,761+34.6% |
| Participant deferral / active EE | $8,629 | $7,181+20.2% | $6,842+26.1% | $5,982+44.2% |
| Admin fee / account holder | $5,350 | $10,807-50.5% | $9,309-42.5% | $11,246-52.4% |