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 | $61,941 | $165,335-62.5% | $149,696-58.6% | $158,922-61.0% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 25.40% | 348.15%-322.7pp | 276.60%-251.2pp | 302.83%-277.4pp |
| Employer contribution / active EE | $4,893 | $5,103-4.1% | $4,644+5.4% | $4,761+2.8% |
| Participant deferral / active EE | $8,998 | $7,181+25.3% | $6,842+31.5% | $5,982+50.4% |
| Admin fee / account holder | $4,272 | $10,807-60.5% | $9,309-54.1% | $11,246-62.0% |