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 | $69,929 | $99,918-30.0% | $81,382-14.1% | $145,922-52.1% |
| Participation rate | 83.3% | 74.2%+9.2pp | 69.5%+13.8pp | 80.3%+3.1pp |
| Annual return | 8.88% | 34.32%-25.4pp | 24.73%-15.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $334 | $2,978-88.8% | $2,463-86.4% | $4,660-92.8% |
| Participant deferral / active EE | $2,958 | $4,605-35.8% | $3,883-23.8% | $6,688-55.8% |
| Admin fee / account holder | $1,611 | $8,212-80.4% | $5,768-72.1% | $13,397-88.0% |