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 | $113,849 | $165,335-31.1% | $149,696-23.9% | $158,922-28.4% |
| Participation rate | 81.0% | 84.6%-3.6pp | 82.5%-1.5pp | 82.0%-1.0pp |
| Annual return | 14.23% | 348.15%-333.9pp | 276.60%-262.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,740 | $5,103-65.9% | $4,644-62.5% | $4,761-63.4% |
| Participant deferral / active EE | $3,632 | $7,181-49.4% | $6,842-46.9% | $5,982-39.3% |
| Admin fee / account holder | $1,744 | $10,807-83.9% | $9,309-81.3% | $11,246-84.5% |