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 | $98,741 | $52,279+88.9% | $89,391+10.5% | $79,858+23.6% |
| Participation rate | 82.4% | 57.5%+24.8pp | 68.0%+14.4pp | 69.6%+12.7pp |
| Annual return | 14.21% | 22.16%-7.9pp | 245.62%-231.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $402 | $1,572-74.4% | $2,586-84.5% | $2,471-83.7% |
| Participant deferral / active EE | $2,872 | $2,740+4.8% | $3,890-26.2% | $3,740-23.2% |
| Admin fee / account holder | $1,169 | $3,356-65.2% | $4,881-76.1% | $5,306-78.0% |