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 | $92,574 | $165,335-44.0% | $149,696-38.2% | $158,922-41.7% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 22.23% | 348.15%-325.9pp | 276.60%-254.4pp | 302.83%-280.6pp |
| Employer contribution / active EE | $9,898 | $5,103+94.0% | $4,644+113.1% | $4,761+107.9% |
| Participant deferral / active EE | $5,309 | $7,181-26.1% | $6,842-22.4% | $5,982-11.3% |
| Admin fee / account holder | $2,949 | $10,807-72.7% | $9,309-68.3% | $11,246-73.8% |