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 | $38,514 | $165,335-76.7% | $149,696-74.3% | $158,922-75.8% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 36.78% | 348.15%-311.4pp | 276.60%-239.8pp | 302.83%-266.0pp |
| Employer contribution / active EE | $3,987 | $5,103-21.9% | $4,644-14.1% | $4,761-16.3% |
| Participant deferral / active EE | $6,627 | $7,181-7.7% | $6,842-3.1% | $5,982+10.8% |
| Admin fee / account holder | $7,602 | $10,807-29.7% | $9,309-18.3% | $11,246-32.4% |