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 | $98,907 | $78,422+26.1% | $95,952+3.1% | $79,858+23.9% |
| Participation rate | 74.1% | 73.5%+0.7pp | 77.1%-2.9pp | 69.6%+4.5pp |
| Annual return | 13.54% | 19.37%-5.8pp | 91.61%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $509 | $1,945-73.8% | $2,541-80.0% | $2,471-79.4% |
| Participant deferral / active EE | $3,231 | $3,440-6.1% | $4,167-22.5% | $3,740-13.6% |
| Admin fee / account holder | $20,988 | $5,622+273.3% | $6,795+208.9% | $5,306+295.5% |