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 | $90,508 | $63,861+41.7% | $104,607-13.5% | $79,858+13.3% |
| Participation rate | 83.3% | 64.9%+18.4pp | 74.1%+9.3pp | 69.6%+13.7pp |
| Annual return | 11.35% | 21.30%-9.9pp | 340.46%-329.1pp | 31.71%-20.4pp |
| Employer contribution / active EE | $854 | $1,588-46.2% | $2,681-68.1% | $2,471-65.4% |
| Participant deferral / active EE | $3,479 | $2,693+29.2% | $3,740-7.0% | $3,740-7.0% |
| Admin fee / account holder | $994 | $4,185-76.2% | $6,473-84.6% | $5,306-81.3% |