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 | $51,491 | $165,335-68.9% | $149,696-65.6% | $158,922-67.6% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 20.45% | 348.15%-327.7pp | 276.60%-256.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $3,746 | $5,103-26.6% | $4,644-19.3% | $4,761-21.3% |
| Participant deferral / active EE | $6,853 | $7,181-4.6% | $6,842+0.2% | $5,982+14.6% |
| Admin fee / account holder | $1,105 | $10,807-89.8% | $9,309-88.1% | $11,246-90.2% |