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 | $56,423 | $165,335-65.9% | $149,696-62.3% | $158,922-64.5% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 20.43% | 348.15%-327.7pp | 276.60%-256.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $13,357 | $5,103+161.8% | $4,644+187.6% | $4,761+180.5% |
| Participant deferral / active EE | $4,650 | $7,181-35.3% | $6,842-32.0% | $5,982-22.3% |
| Admin fee / account holder | $481 | $10,807-95.6% | $9,309-94.8% | $11,246-95.7% |