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 | $24,161 | $165,335-85.4% | $149,696-83.9% | $158,922-84.8% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 8.84% | 348.15%-339.3pp | 276.60%-267.8pp | 302.83%-294.0pp |
| Employer contribution / active EE | $3,079 | $5,103-39.7% | $4,644-33.7% | $4,761-35.3% |
| Participant deferral / active EE | $6,292 | $7,181-12.4% | $6,842-8.0% | $5,982+5.2% |
| Admin fee / account holder | $4,188 | $10,807-61.2% | $9,309-55.0% | $11,246-62.8% |