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 | $109,041 | $165,335-34.0% | $149,696-27.2% | $158,922-31.4% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 28.73% | 348.15%-319.4pp | 276.60%-247.9pp | 302.83%-274.1pp |
| Employer contribution / active EE | $4,815 | $5,103-5.6% | $4,644+3.7% | $4,761+1.1% |
| Participant deferral / active EE | $11,649 | $7,181+62.2% | $6,842+70.3% | $5,982+94.7% |
| Admin fee / account holder | $6,474 | $10,807-40.1% | $9,309-30.4% | $11,246-42.4% |