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 | $71,703 | $165,335-56.6% | $149,696-52.1% | $158,922-54.9% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 18.55% | 348.15%-329.6pp | 276.60%-258.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $4,187 | $5,103-17.9% | $4,644-9.8% | $4,761-12.1% |
| Participant deferral / active EE | $13,441 | $7,181+87.2% | $6,842+96.5% | $5,982+124.7% |
| Admin fee / account holder | $19,077 | $10,807+76.5% | $9,309+104.9% | $11,246+69.6% |