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 | $91,735 | $165,335-44.5% | $149,696-38.7% | $158,922-42.3% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 20.25% | 348.15%-327.9pp | 276.60%-256.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,453 | $5,103-71.5% | $4,644-68.7% | $4,761-69.5% |
| Participant deferral / active EE | $8,047 | $7,181+12.1% | $6,842+17.6% | $5,982+34.5% |
| Admin fee / account holder | $500 | $10,807-95.4% | $9,309-94.6% | $11,246-95.6% |