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 | $29,004 | $165,335-82.5% | $149,696-80.6% | $158,922-81.7% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 10.97% | 348.15%-337.2pp | 276.60%-265.6pp | 302.83%-291.9pp |
| Employer contribution / active EE | $3,809 | $5,103-25.4% | $4,644-18.0% | $4,761-20.0% |
| Participant deferral / active EE | $4,610 | $7,181-35.8% | $6,842-32.6% | $5,982-22.9% |
| Admin fee / account holder | $5,460 | $10,807-49.5% | $9,309-41.3% | $11,246-51.5% |