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 | $88,098 | $165,335-46.7% | $149,696-41.1% | $158,922-44.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 33.97% | 348.15%-314.2pp | 276.60%-242.6pp | 302.83%-268.9pp |
| Employer contribution / active EE | $1,904 | $5,103-62.7% | $4,644-59.0% | $4,761-60.0% |
| Participant deferral / active EE | $3,418 | $7,181-52.4% | $6,842-50.0% | $5,982-42.9% |
| Admin fee / account holder | $929 | $10,807-91.4% | $9,309-90.0% | $11,246-91.7% |