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 | $27,126 | $165,335-83.6% | $149,696-81.9% | $158,922-82.9% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 20.61% | 348.15%-327.5pp | 276.60%-256.0pp | 302.83%-282.2pp |
| Employer contribution / active EE | $2,503 | $5,103-50.9% | $4,644-46.1% | $4,761-47.4% |
| Participant deferral / active EE | $6,080 | $7,181-15.3% | $6,842-11.1% | $5,982+1.6% |
| Admin fee / account holder | $377 | $10,807-96.5% | $9,309-96.0% | $11,246-96.6% |