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 | $113,868 | $165,335-31.1% | $149,696-23.9% | $158,922-28.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 14.17% | 348.15%-334.0pp | 276.60%-262.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,567 | $5,103-49.7% | $4,644-44.7% | $4,761-46.1% |
| Participant deferral / active EE | $5,757 | $7,181-19.8% | $6,842-15.9% | $5,982-3.8% |
| Admin fee / account holder | $3,827 | $10,807-64.6% | $9,309-58.9% | $11,246-66.0% |