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 | $82,909 | $78,422+5.7% | $95,952-13.6% | $79,858+3.8% |
| Participation rate | 86.0% | 73.5%+12.5pp | 77.1%+8.9pp | 69.6%+16.3pp |
| Annual return | 14.38% | 19.37%-5.0pp | 91.61%-77.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $526 | $1,945-72.9% | $2,541-79.3% | $2,471-78.7% |
| Participant deferral / active EE | $5,764 | $3,440+67.6% | $4,167+38.3% | $3,740+54.1% |
| Admin fee / account holder | $3,954 | $5,622-29.7% | $6,795-41.8% | $5,306-25.5% |