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 | $25,181 | $176,056-85.7% | $159,436-84.2% | $167,490-85.0% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 11.00% | 331.75%-320.7pp | 263.57%-252.6pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,491 | $5,297-71.8% | $4,829-69.1% | $4,837-69.2% |
| Participant deferral / active EE | $4,732 | $7,750-38.9% | $7,352-35.6% | $6,341-25.4% |
| Admin fee / account holder | $14,049 | $12,554+11.9% | $10,799+30.1% | $12,309+14.1% |