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 | $125,440 | $165,335-24.1% | $149,696-16.2% | $158,922-21.1% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 13.71% | 348.15%-334.4pp | 276.60%-262.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,777 | $5,103-65.2% | $4,644-61.7% | $4,761-62.7% |
| Participant deferral / active EE | $5,471 | $7,181-23.8% | $6,842-20.0% | $5,982-8.5% |
| Admin fee / account holder | $9,833 | $10,807-9.0% | $9,309+5.6% | $11,246-12.6% |