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 | $25,511 | $165,335-84.6% | $149,696-83.0% | $158,922-83.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.05% | 348.15%-320.1pp | 276.60%-248.5pp | 302.83%-274.8pp |
| Employer contribution / active EE | $5,216 | $5,103+2.2% | $4,644+12.3% | $4,761+9.6% |
| Participant deferral / active EE | $2,840 | $7,181-60.5% | $6,842-58.5% | $5,982-52.5% |
| Admin fee / account holder | $1,227 | $10,807-88.6% | $9,309-86.8% | $11,246-89.1% |