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 | $66,372 | $165,335-59.9% | $149,696-55.7% | $158,922-58.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 32.72% | 348.15%-315.4pp | 276.60%-243.9pp | 302.83%-270.1pp |
| Employer contribution / active EE | $2,788 | $5,103-45.4% | $4,644-40.0% | $4,761-41.4% |
| Participant deferral / active EE | $11,650 | $7,181+62.2% | $6,842+70.3% | $5,982+94.7% |
| Admin fee / account holder | $1,244 | $10,807-88.5% | $9,309-86.6% | $11,246-88.9% |