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 | $65,707 | $165,335-60.3% | $149,696-56.1% | $158,922-58.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.14% | 348.15%-340.0pp | 276.60%-268.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $2,620 | $5,103-48.6% | $4,644-43.6% | $4,761-45.0% |
| Participant deferral / active EE | $4,894 | $7,181-31.8% | $6,842-28.5% | $5,982-18.2% |
| Admin fee / account holder | $341 | $10,807-96.8% | $9,309-96.3% | $11,246-97.0% |