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 | $40,319 | $165,335-75.6% | $149,696-73.1% | $158,922-74.6% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 36.69% | 348.15%-311.5pp | 276.60%-239.9pp | 302.83%-266.1pp |
| Employer contribution / active EE | $2,575 | $5,103-49.5% | $4,644-44.6% | $4,761-45.9% |
| Participant deferral / active EE | $3,236 | $7,181-54.9% | $6,842-52.7% | $5,982-45.9% |
| Admin fee / account holder | $688 | $10,807-93.6% | $9,309-92.6% | $11,246-93.9% |