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 | $79,602 | $48,046+65.7% | $84,611-5.9% | $72,985+9.1% |
| Participation rate | 87.2% | 57.6%+29.6pp | 68.2%+18.9pp | 69.5%+17.7pp |
| Annual return | 18.09% | 37.38%-19.3pp | 258.74%-240.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $336 | $1,602-79.0% | $2,652-87.3% | $2,440-86.2% |
| Participant deferral / active EE | $2,686 | $2,680+0.2% | $3,899-31.1% | $3,607-25.5% |
| Admin fee / account holder | $816 | $3,395-76.0% | $4,912-83.4% | $5,124-84.1% |