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 | $89,029 | $85,202+4.5% | $172,739-48.5% | $72,985+22.0% |
| Participation rate | 73.5% | 70.1%+3.4pp | 82.6%-9.2pp | 69.5%+4.0pp |
| Annual return | 24.52% | 27.32%-2.8pp | 802.84%-778.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $827 | $3,324-75.1% | $5,143-83.9% | $2,440-66.1% |
| Participant deferral / active EE | $4,988 | $3,260+53.0% | $5,198-4.0% | $3,607+38.3% |
| Admin fee / account holder | $7,387 | $5,884+25.5% | $13,954-47.1% | $5,124+44.2% |