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 | $53,139 | $165,335-67.9% | $149,696-64.5% | $158,922-66.6% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 15.08% | 348.15%-333.1pp | 276.60%-261.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,895 | $5,103-62.9% | $4,644-59.2% | $4,761-60.2% |
| Participant deferral / active EE | $2,626 | $7,181-63.4% | $6,842-61.6% | $5,982-56.1% |
| Admin fee / account holder | $2,397 | $10,807-77.8% | $9,309-74.3% | $11,246-78.7% |