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 | $61,506 | $165,335-62.8% | $149,696-58.9% | $158,922-61.3% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 29.47% | 348.15%-318.7pp | 276.60%-247.1pp | 302.83%-273.4pp |
| Employer contribution / active EE | $10,800 | $5,103+111.6% | $4,644+132.5% | $4,761+126.8% |
| Participant deferral / active EE | $15,416 | $7,181+114.7% | $6,842+125.3% | $5,982+157.7% |
| Admin fee / account holder | $3,471 | $10,807-67.9% | $9,309-62.7% | $11,246-69.1% |