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 9-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 | $54,290 | $165,335-67.2% | $149,696-63.7% | $158,922-65.8% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 15.32% | 348.15%-332.8pp | 276.60%-261.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $8,021 | $5,103+57.2% | $4,644+72.7% | $4,761+68.5% |
| Participant deferral / active EE | $20,339 | $7,181+183.2% | $6,842+197.3% | $5,982+240.0% |
| Admin fee / account holder | $11,992 | $10,807+11.0% | $9,309+28.8% | $11,246+6.6% |