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 | $36,602 | $165,335-77.9% | $149,696-75.5% | $158,922-77.0% |
| Participation rate | 90.5% | 84.6%+5.9pp | 82.5%+8.0pp | 82.0%+8.5pp |
| Annual return | 22.90% | 348.15%-325.2pp | 276.60%-253.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,864 | $5,103-63.5% | $4,644-59.9% | $4,761-60.8% |
| Participant deferral / active EE | $3,631 | $7,181-49.4% | $6,842-46.9% | $5,982-39.3% |
| Admin fee / account holder | $1,120 | $10,807-89.6% | $9,309-88.0% | $11,246-90.0% |