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 | $85,738 | $165,335-48.1% | $149,696-42.7% | $158,922-46.1% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 15.99% | 348.15%-332.2pp | 276.60%-260.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,135 | $5,103-58.2% | $4,644-54.0% | $4,761-55.2% |
| Participant deferral / active EE | $4,667 | $7,181-35.0% | $6,842-31.8% | $5,982-22.0% |
| Admin fee / account holder | $1,978 | $10,807-81.7% | $9,309-78.8% | $11,246-82.4% |