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 | $24,007 | $165,335-85.5% | $149,696-84.0% | $158,922-84.9% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 16.68% | 348.15%-331.5pp | 276.60%-259.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $3,418 | $5,103-33.0% | $4,644-26.4% | $4,761-28.2% |
| Participant deferral / active EE | $6,579 | $7,181-8.4% | $6,842-3.8% | $5,982+10.0% |
| Admin fee / account holder | $1,033 | $10,807-90.4% | $9,309-88.9% | $11,246-90.8% |